To check out a revision or section:

 

1. From the top menu, select Dashboards > Forecasting.

2. Click the property for which you want to add a budget configuration. The Property Budgeting screen appears. 

3. In the Budget Year field, select the year.

4. Open the budget configuration.

5. Click the Revisions tab.

6. Click the revision or section that you want to check out. 


 

7. Click the Check-out button. 


To check in a revision or section:

 

1. Open the budget configuration.

2. Click the Revisions tab.

3. Click the revision or section you want to check in. 

 


4. Click the Check-In button.