Set Up Budget Managers

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

Suppose the Budget Manager with whom you want to share the template is an existing Planful application user with a different support role. In that case, you have to 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 template, make sure 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. Refer to the Sharing Templates with Budget Managers topic for more information.