Budget Setup Action Item - Sept, 2021 Webinar

Below is the recorded Webinar with a sample Action Type to help make your budget season smoother. For more details on creating a similar Action Type for your organization, visit Budget Set Up Action Type.

Topics Covered

01:37 - Budget Setup Action item

04:30 - Action Item Steps breakdown

8:00 - Tracking Budget Progress using the Action Item

10:50 - Possible Scenarios during Budget Season

11:05 - Approval happens at Annual Meeting

13:35 - Generating from the Calendar