Accessing the Budget Tree screen

Although the main method of accessing the Budget Tree is through the Budgeting navigation menu, you can also jump to a specific line from the Budgeting Dashboard.

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Financial > Budgeting.
   The Budgeting Dashboard screen appears.

3. Do one of the following:

   • To access a specific line from the Budgeting Dashboard:

     • In the left pane, double-click a line. 
       The Budget Tree screen opens to the selected line in the budget tree structure. The section of the budget structure appears partially expanded to display all totals at the same level in the tree menu.

   • To access the Budget Tree screen: 

     • From the Budgeting menu pane, select Budget Tree (  ).
       The Budget Tree screen appears.