Insider Secrets - Budgeting - September 2023

Modified on Fri, Oct 27, 2023 at 12:25 PM

This Insider Secrets - Budgeting webinar presents a jam-packed grab bag of insider tips about sometimes-overlooked budgeting features. These little-known gems can help you leverage Martus to make budgeting even easier!

We cover tips for:

Special Purpose Worksheets
Planner Setup
Budget worksheets
Personnel tips
... and even our new Martus Activity log report!

Click a timestamp below to jump directly to a topic you are interested in, or watch the entire webinar!

2:16 - SPW creation and editing tips
7:35 - SPW safeguards & access
10:09 - SPW order of posting
11:29 - Budget defaults
13:15 - Budget delete vs. archive
16:11 - Budget notes & targets
20:17 - 12-month trailing budget

24:38 - Frozen vs. locked budgets
25:37 - Budget worksheets - reference data
33:03 - Understanding how "imports" work
38:00 - *NEW* Activity Log
39:19 - Personnel Budgeting secrets
42:54 - Syntax tips for SPWs and ReportBuilder

Click here to download the presentation!