Assign

If you want to delegate the responsibility of a budget to a specific person on your team, use the assign function.

Follow the steps below:

1. Hover over the budget you wish to assign and click on as shown below:

   

2. A window appears as shown below:

   

3. Click on the window, and a context menu appears. You can then assign the budget to a user of your choice, as shown below:

   

4. A success message appears on the right side of the screen. The 'Assign' icon appears like this , as shown below:

   

5. To unassign the user, click on , then click on 'X' to unassign, as shown below:

   

6. A success message appears on the right side of the screen. The icon returns to its initial shape .