Sharing Templates with Budget Managers
  • 1 Minute to read
  • Dark
    Light
  • PDF

Sharing Templates with Budget Managers

  • Dark
    Light
  • PDF

Article summary

On the Planning Control Panel screen, select the required Budget Entity in the left pane at any level (parent or child) and click Share. A share template pop-up appears that displays the list of Budget Managers.

As of today, you can only share GTSC templates and Workforce Planning Templates (only in Read-Only mode) with Budget Managers. You can either share GTSC templates in Default View or select a particular View from the list that only displays the required rows and columns. Click here to know more about Views.

Perform the following series of steps to send an email:

  1. Select a template from the Select Template drop-down.
  2. Select the budget managers from the list.
  3. Validate whether the budget manager has the required permissions to access the template. If any permission is missing, you can directly navigate to User Management from the validate access pop-up and provide the necessary permissions.
  4. Select a View from the drop-down adjacent to each budget manager's name.
  5. You can customize the content of the email that is sent to the budget managers when you share a template with them if needed. Expand the Enter a Message section, and convey any additional information or instructions needed to review or edit the shared template with the managers in a single email.
    The Enter a Message section pre-populates the email content. You can either change the entire email content or add additional information to the existing content. 
  6. Click Send Email

An email is sent to the budget managers with a link to access the template.

Note
Instead of sharing a template through email, you can use the Copy Link option to copy the template link and share it with any budget manager directly without sending an email. A task is also automatically created for the budget manager when you select a budget manager and click Copy Link.



Was this article helpful?