1. Working with Planning Modules
  2. Working With Financials
  3. Working with Budget Revisions and Integrating with Budgetary Control
  4. Sharing Revisions

Sharing Revisions

If you are a budget revision owner, you can share the budget revision with another planner so they can contribute to the budget revision process before you submit the budget revision for final approval.

  1. From the Home page, click Financials, then Budget Revisions, and then Manage Revisions.
  2. Right-click the revision to share, click Revision Options, and then click Share Revision.
  3. In Source Members, select the members you want to share, and then click Next. Your current entity is automatically selected.
  4. In Target Members, select the entity you want to share with and then click Launch.

The planner you shared with will see the revision in the Revision Listing form the next time they log in, and can make revisions in Manage Revisions. They can only see and make revisions to members to which they have access.