Setting Up Budget Managers

To share a template with a Budget Manager, you must first perform a one-time activity of creating the user in the Planful application as a Budget Manager. Follow the steps mentioned in User & Role Management to create a user and then select the Support role as Budget Manager in the User setup screen. 

If the Budget Manager with whom you want to share the template is an existing Planful application user with a different support role change that user's support role to Budget Manager so that the respective user can access the templates in Budget Manager Experience. Before sharing any templates, ensure that the Budget Manager has access to the following:

• Scenario
• Budget entity approval role
• Template 

Once they have all the required permissions, finance users can share templates with Budget Managers. For more information, refer to the Sharing Templates with Budget Manager topic.