Admin Users: Turning on and Off Formulation

This guide encompasses how to access the Manage Budget Formulation screen to make Budget Formulation data view only, and also outlines how to reverse this update (re-enable editing on the Budget Formulation screen), if necessary.

A. Access the Manage Budget Formulation Screen

1. From the Gears/Settings drop-down in the top right of the screen, select Manage Budget Formulation.

2. When the Manage Budget Formulation screen opens, select the 'Set Formulation to View Only' option. Then select 'Confirm' on the confirmation modal.

B. Access the Manage Settings Screen

1. To undo the view only setting and re-allow editing on the Formulation screen, navigate to the Gears/Settings drop-down in the top right of the screen, and select Manage Settings.

2. When the Manage Settings screen opens, select the 'Budget Formulation View Only' link in the Budget Formulation Settings table. 

3. When the setting screen opens, select Edit, then enter 'True' into the Value field. Select Save when done.