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Creating Work Items for Other Jet Budgets Users


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Overview

Once we have Created a Budget , Added Users to the Budget, and Defined a Budget Structure, we can create Work Items which allow other Budgets users to add data to our budget

Let's look at an example to see how data can be added to the budget, by others

Creating Work Items for Other Users

  1. In the Work section of the budget, we see the structure that was previously defined

    budget01.png
    We can create a Work Item for any of the structure elements.
  2. For this example, let's create a Work Item for entering the budget values for the Software Revenue in North America.  Right-click on that part of the structure and select New Work Item

    template09.png
  3. First, we need to specify whether we will be completing this particular data alone or will be assigning the Work Item to another user who has already been added to our budget.

    template09c.png
    For this example, we'll choose to assign this Work Item to another user

     

    Next, we'll need to give our Work Item a descriptive name and, since we've already defined a template for entering revenue-related budget data, we'll also select that.

    template10.png

  4. We are now presented with the default accounts and dimensions/segments that were configured within the Template.

    template11.png
    Since we are going to be entering data specifically for sales, let's change the Department Filter from Administration to Sales:
    wrkitm_2.png
     
    and let's assume that we only want to enter budget values based on our Medium and Large Customer Groups:
    wrkitm_3.png
    In this way, our Template provided a baseline and we have customized it to fit our specific needs within this particular Work Item.
     
    Once we have this configured how we want, we can click Next at the bottom of the window.
    wrkitm_other4.png
  5. Now we can specify certain information about this Work Item - including who the Approver and Contributor are:

    wrkitm_4.png

    We can define who will be the individual who will be entering the budget data (the Contributor) and who will be in responsible for reviewing and approving that data (the Approver).  Other information such as a preliminary Budget Allocation, submission deadline, explanatory message, and any supporting files can also be provided here.

    If we are not yet sure who the Approver should be, we can select Unassigned from the Approver list. 

    wrkitm_5.png

    The Work Item can then still be started by the Contributor and - once we know who to select as the Approver - the Work Item can be updated with that information so that the Contributor can submit their budget numbers.

    If were are not quite done, we can select Save as Draft at the bottom of the window.  Otherwise, we can select Send to notify both the Approver and Contributor for their responsibilities for this Work Item.

     

  6. Once we have completed defining what data we want to enter, we can click the Send button.

    wrkitm_4b.png
  7. Both the Approver and Contributor receive email notification of their responsibilities for this Work Item:

    wrkitm_other6.png

     

     

  8. When the Contributor clicks the View Assignment button, they are taken to Jet Hub where they can log in, go to the Budgets list, and see their work assignment:

    wrkitm_9.png

  9. From here, they can Open their task and are prompted for whether they wish to enter data online or using Excel.

    budget12.png

    For this example, let's choose Enter Data Online.

    The Contributor is then presented with the entry form as configured using modified Template:

    wrkitm_6.png

    Once all data has been entered and is ready for review, the Contributor can click Submit at the bottom of the window, provide a message for comment tracking, and then click the Submit button.

    wrkitm_other8c.png

     

  10. The Approver will receive an email letting them know that the budget numbers are ready for review:

    wrkitm_other9.png

     

    The Approver can log in to the Budgets section of Jet Hub and see the Work Item that is pending approval:

    wrkitm_other10.png

     

    The Approver can click Preview Data to view the submitted numbers:

    wrkitm_10.png

    If any issue is found, the Approver can click Send Back:

    wrkitm_other11b.png

    Otherwise, the Approver can click Approve:

    wrkitm_other12.png


 

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