Managing Departments

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 Departments on the left-side navigation menu.

2. Select the add department option ()

3. Enter your department name and click Save. 

You can now add buildings, goals, projects, budgets and funding sources, fiscal years, and budget items.

Repeat steps 2 and 3 for each additional department you wish to plan.