Budget Tool General Navigation

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1. Introduction to the Budget Tool
2. Accessing the Budget Tool
   • Allowing Pop-up Windows from Duke@WORK
3. Navigating in the Budget Tool
   • Using Underlined Name Links
   • Using the Detailed Navigation Pane
4. Selecting and Loading Data in Layouts
   • Selecting by Package
   • Selecting by BFR Code
5. Using Additional Data Filters
   • General Steps
6. Using the Funnel to Find Line Items
7. Tips for Entering Data
   • Add Comments to a Line Item
   • Calculator Drop-down in Input Fields
8. Customizing the Display of the Layout
   • Hide and Show Columns
   • Sort and Subtotal by a Column
   • Other Settings via the Open Settings Dialog Button
     • Remove Automatic Subtotals When Sorting by Column Heading
     • Remove Sort / Subtotal Selections
     • Add Multiple Sort / Subtotal Selections
     • Change Sort Order (Primary Sort, Secondary Sort, etc.)
     • Change Columns that Calculate Totals in the Layout
     • Change Other Display Options in the Layout
9. Using Version A and B
   • Moving Between Versions
   • Copying or Swapping Versions
10. Saving and Messages
11. Exiting the Budget Tool Layouts

Budget Training - Navigation