Workflow
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
| Button | Name | Description |
 |
New | Click here to create a new workflow. See Create new workflow. |
 |
Status | Click here to view the status and progress of a published or finished workflow. |
 |
View | Click here to view the details of a published workflow. |
 |
Edit | Click here to open and edit a draft workflow. NOTE: You can only edit the time interval for a published workflow. |
 |
Duplicate | Click here to duplicate an existing workflow. |
 |
Delete | Click here to delete the selected workflow. All assignments will also be removed. |