How do I add the Budget Summary widget? (Connect Online)

Connect Online

Add the widget to look up information in General Ledger. Adding Budget Summary widget to My Dashboard allows you to search the General Ledger database for budget transactions. If you need more information, you can use the drill-down tool to show the transaction detail.

Before you get started

  • Set up Connect to allow access to General Ledger in Connect Online. See the help topic titled How do I assign user rights? in System Management.

Adding the Budget Summary widget

1. Open My Dashboard.

2. Click Settings .

Settings button

The Settings fly-out menu displays on the screen.

Settings fly-out menu

 

3. Select Budget Summary.

The widget titled Budget Summary displays on My Dashboard.

Updated 27Feb2018

 

 

Copyright © 2020 Caselle, Incorporated. All rights reserved.