Related Articles
View Budget
Go to AM Planning > Budget Select a Year from the dropdown to view the Budget of a specific year Default view is Location but you can switch to Department view as well to view budgets by Department Click the dropdown arrow next to the Budget location ...
Reset Budget
Go to AM Planning > Budget Select a year from the dropdown to reset the budge Select Location or Department depending on which view is requiring the Budget Reset Click Reset on top right toolbar Note: The budget will be 0.00 for all Location or ...
Export Budget
Go to AM Planning > Budget Select a year from the dropdown Select Location or Department depending on which view you want to export Click Export on top right toolbar Select Excel or PDF Click Save if prompted
Edit a Budget
Go to AM Planning > Budget Select a year from the dropdown in top left of screen Select Location or Department by clicking Location or Department in top right of screen Click Edit next to the Budget line that requires a change Only Budget column will ...
Create a Copy of a Service Request (Save As) - Service Request
The Save As feature allows you to create a copy of an existing service request to quickly create a similar service request. The copy will have the same service request information (except service request number, priority, and status). You can modify ...