{"title":"Assign budget template","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/assign-budget/","link":"/onestopreporting/budgeting/budget/assign-budget/","description":"Assign templates to give users specific budget tasks with fixed parameters.","content":"\u003cp\u003eYou can assign users to fill in the budget template. You can predefine the parameter values when assigning a budget template to each user (such as company or department) or let the user decide.\u003c/p\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\u003eThe \u003cstrong\u003eWorkflow\u003c/strong\u003e module provides a more advanced way of handling assignments, including review/approver steps and status overview.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eBudgeting\u003c/strong\u003e.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eSelect the budget template you want to assign. Only published budget templates can be assigned.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick on the \u003cstrong\u003ethree dots\u003c/strong\u003e \u003cimg src=\"/onestopreporting/budgeting/budget/assign-budget/img/word-image-4775-3.png\" alt=\"Three Dots\"\u003e at the top right of the Budget card.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eChoose \u003cimg src=\"/onestopreporting/budgeting/budget/assign-budget/img/en/btn_assign.png\"\u003e \u003cstrong\u003eAssign\u003c/strong\u003e from the drop down list. The \u003cstrong\u003eAssign budget\u003c/strong\u003e dialog is displayed.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eSelect the relevant parameters, or select \u003cstrong\u003eLet the user decide\u003c/strong\u003e to let the users select the relevant parameter values. NOTE: If you use the Let the user decide option, the user will only get the parameter values they are authorized to see.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eSelect the users to whom you want to assign the budget template:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eAdd users from roles\u003c/strong\u003e: Click this option to select all users from a role.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eAdd user\u003c/strong\u003e: Click this option to select individual users. Start typing a name to search or click the arrow button to show a list of users.\u003c/li\u003e\n\u003cli\u003eClick \u003cimg src=\"/onestopreporting/shared-images/img/en/icon_history_select_delete.png\"\u003e \u003cstrong\u003eRemove\u003c/strong\u003e in the \u003cstrong\u003eSelected users\u003c/strong\u003e list to remove individual users.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eAssign\u003c/strong\u003e when you are done. The budget template is assigned to the selected users, and they will receive an assignment.\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eTo view all assignments for a budget template, select the budget template and click \u003cimg src=\"/onestopreporting/shared-images/img/en/btn_assignments.png\"\u003e \u003cstrong\u003eAssignments\u003c/strong\u003e. You can also delete assignments for individual users, but you should first verify that the users have not started working on the budget template.\u003c/p\u003e\n","children":[]}