Work with assignments from Planning

Assignments that are assigned to you from the Planning module, are displayed with blue thumbnails in the Assignments view.

To open and edit the budget:

1. Click Assignments.
2. Click on the workflow to start on the budget (blue) you want to open and edit.
3. (if applicable) Select the relevant parameters. If the parameter fields are gray, the person who created the assignment has already defined these parameters. They cannot be changed.
4. Click Run to update the spreadsheet with updated data.
5. Edit the budget by typing in values into designated budget cells.
6. Click Save data when you are done.