Actions Configuration in Budget Display

You can specify the options available on the Actions, View, and Format menus and on the detail table toolbar when you configure the budget display.

You can also specify the actions available on the worker list page, such as Request Eligibility Change and Reassign Workers to Another Manager.

Example budget worksheet detail table showing the enabled Actions menu options and toolbar actions. In this example, the Actions menu has the Access Level, View Audit Trail, and View Currency Conversion Rates options. The toolbar also has the Models, Apply Targets, and Publish to Managers actions.

Note: If you don't enable the Worker List column on the Detail Table tab, the managers can't open the worker list page. Thus, they won't see any options that you configure on the Actions tab.