Additional resources: Best practices for setting up a budget

Discover additional resources for setting up a budget in WorldShare Acquisitions.

To return to the beginning of this learning path: WorldShare Acquisitions: Best practices for setting up a budget 

Title Description
Edit budget Learn how to edit an existing budget and configure the columns displayed for a budget.
Edit funds Learn how to edit existing funds in a budget to update information including Fund Name, Fund Code, and Budgeted Amount.
Delete funds Learn how to delete funds from a budget.
Create a budget for next fiscal period After finishing your initial budget, discover how to create a budget for the next fiscal period.
Roll over your budget

Run time: 18:42

This video describes and demonstrates the steps you'll need to take to roll over your budget to your next fiscal period.

Close a budget Learn how to close an active budget.