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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
View Prioritization
Note: Prioritization is a combination of Risk, Funding, and Budget. Make sure Funding, Risk, and Budget are set up correctly to get the most out of the prioritization module Go to AM Planning > Prioritization Click on the domain level for Location or ...
Grid View - General Help
NEXGEN users can use grid view in certain modules to view and search for data across their site. This is a great and highly customizable way to get a bird's-eye view of a large amount of data, which makes this feature especially beneficial for ...
View or Create Scenarios
Note: Prioritization is a combination of Risk, Funding, and Budget. Make sure Funding, Risk, and Budget are set up correctly to get the most out of the prioritization module Go to AM Planning > Risk Click on the domain level for Location or ...