Administrator Tools

Budgets and Reports

• Creating a New Budget
• Importing Budget Assumptions
• Creating a Custom Report
• Creating a Forecast
• Viewing All Comments Attached to an Account

Payroll

• Payroll System Building Blocks
• Employee Roster
• Budgeting Salaried Employees
• Budgeting Hourly Employees

4 Styles of Budgeting

• Budgeting Styles Comparison
• Budgeting Dashboard
• Custom Budget Entry
• Custom Worksheets

Org Units and Objects

• Managing Org Units
• User and Object Sensitivity Levels
• Adjustments Checkbox in Manage Objects

Searching and Filtering

• Search Window
• Grid Filters

Entering Budget Data

• Manual Budget Entry

User Settings

• Duplicating a User