Admin Users: Accessing and Managing the Formulated Budget View for BFS Load

This process encompasses accessing and managing the Formulated Budget View screen.

Note that this function is only available to users with admin permissions.

1. To access the Formulated Budget Views screen, select the 'Manage Integrations' option from the Gears drop-down at the top right of the screen

2. Select the Formulated Budget View option.  

This will open a screen of all Formulated Budget Items that will be pulled into BFS.

If using a laptop, collapse the left menu to have full view of this screen.

3. To make edits to a Budget Item, select the Edit Budget Data from the Actions column on the right.

4. To export an Excel copy of the BFS Load template report, select the Export button option at the top of the screen.