Post to Budget under Non-User (user with view only permissions) workflow activities when added to the workflow, based on the selections/configurations made can add or subtract the cost from the budget cost of any selected item.


Post to Budget Workflow Configuration

  • Drag and drop the 'Post to Budget' workflow activity and click to open the Properties page.

 

  • As this workflow activity is a Non User Workflow activity when configured , the post to budget activity will automatically do the addition or subtraction to the existing budget cost.


Budget Related Information:

Budget Manager 

List Manager Configuration for Budget Manager

Budget/Cost Metadata



Last Updated: Dec-28-22