For IT: keep Q3 reports updated from budget changes
For IT: keep Q3 reports updated from budget changes
IT admins see budgets move to Q3 reporting, causing fragmented deliverables and delayed consolidation. Create or update Q3 deliverable and financial report records so managers have consolidated reports ready for review.
Overview
Budget records moving into reporting often create report gaps and slow consolidation, exposing finance to audit and review risk. This workflow ensures Q3 deliverable and financial report records are created or updated as budgets enter reporting, delivering consolidated records for finance and program managers and removing gaps from the consolidation process.
Notable Features
- Create or update Q3 reports
- Map budget fields to reports
- Notify finance and program managers