---
title: "Workflow"
description: "Through a workflow, you can manage the sharing of budget templates, set deadlines, and see the status of how far end-users have progressed in the budget process."
lang: en
languages:
  en: https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/index.md
  no: https://docs.vismasoftware.no/no/onestopreporting/budgeting/workflow/index.md
lastmod: 2026-05-08
---

> Documentation index: https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/llms.txt


# Workflow

Last modified May 8, 2026

> Through a workflow, you can manage the sharing of budget templates, set deadlines, and see the status of how far end-users have progressed in the budget process.


The **Workflow** feature gives you full control of the budgeting process from start to finish. Through a workflow matrix, you can manage the end users' access to budget forms, monitor the progress of the budget data entry, and receive notifications by the end user when budget data entry is complete. This paves the way for a dynamic and smooth budgeting process.

## Options in the Workflow screen

| Name | Description |
| :--- | :--- |
| **New** | Create a new workflow. See [Create new workflow](https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/create/index.md). |
| **Edit** | Open and edit a draft workflow. **Note:** You can only edit the time interval for a published workflow. |
| **Duplicate** | Duplicate an existing workflow. |
| **View** | View the details of a published workflow. |
| **Status** | View the status and progress of a published or finished workflow. |
| **Delete** | Delete the selected workflow. All associated assignments will also be removed. |

### For published workflows, you can view the workflow setup

1. In the **Workflow** module, in the **Workflows** list, click the workflow.
2. Click the button with three dots **...**
3. Click  **View**.

> [!IMPORTANT]
> This is a read-only functionality and you cannot edit a published workflow.

### You can duplicate a worklfow

1. Click an existing workflow.
2. Click the button with three dots **...**
3. Click  **Duplicate.**
4. In the **Workflow name** field, enter a name for the new workflow.
5. Click **Duplicate**.

---

[View this page](https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/)


## In this section


- [Create new workflow](https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/create/index.md): Create workflow, select templates, assign users, and publish budget assignments to users

- [Workflow status](https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/status/index.md): Use the status overview to monitor progress and filter budget tasks effectively.

- [Edit budget template in published workflows](https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/edit-budget-template-in-published-workflows/index.md): Understand consequences for users and workflow before publishing any changes.