Budget Window Comparison
As you start working in J1 Web Finance, you'll notice that functionality is managed on pages instead of the windows used in Desktop. This list will show the original Desktop windows used for finance processes and identify the pages and processes that accomplish those same tasks in J1 Web Finance.
Note
J1 Web uses roles and permissions to grant access to budgets and worksheets. Instead of assigning budget officers to each budget, you'll need to assign users to the appropriate roles and grant them permission and access to budgets and worksheets. For more information about managing access, see the J1 Web Finance Permissions Overview and Setup Administration Guide.
Desktop Window | J1 Web Hub | J1 Web Page | J1 Web Additional Navigation |
|---|---|---|---|
Approve Budget Adjustments | Budget Management | Adjustments | Adjustment List |
Approve Budget Worksheets | Budget Management | Worksheets | Worksheet List |
Budget to Actual Profile Report | Budget Management | Reports | Budget to actual profile |
Budget to Actual Worksheet Report | Budget Management | Reports | Budget to actual worksheet |
Create Budget Profiles | Budget Management | Profiles | Create Profile |
Make Budget Modifications | Budget Management | Adjustments | Create New Modification |
Make Budget Transfers | Budget Management | Adjustments | Create New Transfer |
Monitor Budget | Budget Management | Budget | Budget List > Open > Monitor tab |
Review Budget Adjustment History | Budget Management | Adjustments | Adjustment List |
Setup and Manage Budgets | Budget Management | Budgets | - |