{"title":"Work with assignments","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/assignments/budgetassignment/","link":"/onestopreporting/budgeting/assignments/budgetassignment/","description":"Complete tasks to send data forward for control and approval.","content":"\u003cp\u003eAssignments that are assigned to you from the \u003cstrong\u003eWorkflow\u003c/strong\u003e or \u003cstrong\u003eBudgeting\u003c/strong\u003e module, are displayed in the \u003cstrong\u003eAssignments\u003c/strong\u003e list.\u003c/p\u003e\n\u003cp\u003eTo open and edit the budget:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eAssignments\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eAssignments\u003c/strong\u003e list, click on the budget you want to open and edit.\u003c/li\u003e\n\u003cli\u003e(if applicable) Select the relevant parameters. If the parameter fields are gray, the person who created the assignment has already defined these parameters. They cannot be changed.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eRun\u003c/strong\u003e to update the spreadsheet with updated data. \u003cstrong\u003eNOTE:\u003c/strong\u003e You can use Drilldown and voucher view\u003c/li\u003e\n\u003cli\u003eEdit the budget.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eSave data\u003c/strong\u003e to save your work.\u003c/li\u003e\n\u003cli\u003e(if the assignment is part of a workflow) Click \u003cstrong\u003eComplete assignment\u003c/strong\u003e when you are finished.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-note\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Note\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYour finished assignments are saved under \u003cem\u003eCompleted assignments\u003c/em\u003e. To see your completed assignments, you need to filter on \u003cem\u003eShow completed assignments\u003c/em\u003e.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003cp\u003e\u003cimg src=\"/onestopreporting/budgeting/assignments/budgetassignment/img/en/Work-with-assignments01.png\"\u003e\u003c/p\u003e\n\u003ch2 id=\"use-the-activity-log\" class=\"group\"\u003eUse the Activity log\u003ca class=\"prose-heading-self-link\" href=\"#use-the-activity-log\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eYou can use the activity log to add or view comments about the budget. This can be useful when the workflow includes a reviewer and/or an approver.\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cimg src=\"/onestopreporting/budgeting/assignments/budgetassignment/img/en/https-help-onestopreporting-com-wp-content-uploa-10.png\" alt=\"https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_filter_hide.png\"\u003e on the \u003cstrong\u003eActivity log\u003c/strong\u003e bar. By default, all activities (states and comments) are displayed.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eClick \u003cstrong\u003eStatuses\u003c/strong\u003e or \u003cstrong\u003eComments\u003c/strong\u003e to filter the activities list.\u003c/li\u003e\n\u003cli\u003eEnter text in the search field to search for comments or states. The list is automatically updated.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eEnter text in the textbox and click \u003cstrong\u003eAdd\u003c/strong\u003e to add a comment to the budget template.\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"view-the-status-of-a-workflow-in-progress\" class=\"group\"\u003eView the status of a workflow in progress\u003ca class=\"prose-heading-self-link\" href=\"#view-the-status-of-a-workflow-in-progress\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eTo view information about the workflow;\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eOn the assignment, click \u003cimg src=\"/onestopreporting/budgeting/assignments/budgetassignment/img/en/word-image-43.png\"\u003e \u003cstrong\u003eOptions.\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eHere you can monitor the progress of the workflow.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/budgeting/assignments/budgetassignment/img/en/Work-with-assignments02.png\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/budgeting/assignments/budgetassignment/img/en/work-with-assignments03.png\"\u003e\u003c/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eWorkflow Status\u003c/strong\u003e pane provides the following information:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eName of the budget.\u003c/li\u003e\n\u003cli\u003eName of the person who started the workflow.\u003c/li\u003e\n\u003cli\u003eCurrent status of the workflow with a list of tasks assigned to the workflow participants.\u003c/li\u003e\n\u003cli\u003eParameters for the budget.\u003c/li\u003e\n\u003cli\u003eAt the bottom, you find your progress in the workflow.\u003c/li\u003e\n\u003c/ul\u003e\n","children":[]}