To create a Budget Flow, the following is required.
- Purchase of Budgeting.
- Assigned a Report Designer license.
- Published Budget template that have been tested and verified prior to being added to a Budget Flow.
- Budget templates in Draft mode cannot be added to a budget template.
- Budget templates added to a Budget flow cannot be edited once added. You must remove the template first before making edits to the Budget template.
Begin by navigating to the Budget Flow menu. A listing of all Budget Flows you have created will appear. To create a new Budget Flow, click New in the upper right hand corner.
The Budget Flow wizard appears with the following fields to be filled out:
|Name||A descriptive name describing this Budget Flow process|
|Integration||Select the system that this Budget Flow will write data back to such as:
|Company||Select the specific company that data will be stored back to for this Budget Flow process.
|Templates||Type into the textbox or click the Browse Templates option to add published, input templates to this Budget Flow.|
|Parameters||A listing of all parameters in use amongst the input templates added to this Budget Flow. Please type in the parameter values that this budget flow should be ran for.|
|Budget Flow Grid||Display tiles of each template that was added during the Template selection process. Users have the following actions available:
Once complete, click Save in the upper right-hand corner to save your work.