Assigning Default Folders to Users or Responsibilities

Assigning Default Folders to Users or Responsibilities 116125.1

Solution Description
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1.  Create a new folder:

     a. Sign on to the application using your Projects Responsibility.

     b. Navigate to Expenditures -> Pre-Approved Batches -> Enter.

     c. Select the Expenditures button.

     d. Select the Folder icon.

     e. Select New.

     f. Enter in your requirements and select Save As.

     g. Save the folder as Public and Open As Default.


2.  Assign the folder as a default to your users:

     a. Sign on to the application using your System Administrator
        Responsibility.

     b. Navigate to Application -> Administer Folders.

     c. Enable Default Folder Assignments By User.

     d. Select Find.

     e. Add your new folder to the appropriate user(s).


Notes
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1.  Folders can be assigned to users as well as responsibilities

Ref: 116125.1