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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
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 ...
Copy Budget
Go to AM Planning > Budget Click Copy Budget on top right of toolbar Select a Base Year, Variation(%) and Forecast Years Click the + button next to Forecast Years If the information looks good, click Save. If change is required to the Variation per ...
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 ...