What To Do Once Template Setup is Complete
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What To Do Once Template Setup is Complete

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Article summary

What To Do Once Template Setup is Complete

There are 3 things you need to do:

  1. Map the template to a scenario.

  2. Map the template to a budget entity.

  3. Provide users with access. Ensure users have access to the scenario and that they have the correct approval role to perform budget input and mark templates complete.


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