Depending on how you use ML Plan, you may be doing budgeting activities for yourself or for departments/clients. If you are using ML Plan for yourself you will create one department, yourself. If you have clients you can enter additional departments.
To enter a customer, follow these steps:
1. Select Admin Manage Departments on the left-side navigation menu.
2. Select the add icon ().
3. Enter your organization's name and click Save.
You will now be able to add buildings, goals, projects, budgets and funding sources, fiscal years, and items.
Repeat steps 2 and 3 for each additional organization for which you wish to plan.
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