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Capital Quick Step Job Aids

Job Aids
Budget Data Load Tips and Tricks DOCX (DOCX) PDF (PDF)
Quick Steps - Attaching - Viewing - Deleting Supporting Documents - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - Best Practices DOCX (DOCX) PDF (PDF)
Quick Steps - Budget Data Load - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - Budget Data Load Error Messages - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - Copy to New Version - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - Deleting and Revising Chart field Strings DOCX (DOCX) PDF (PDF)
Quick Steps - Entering a Budget Line Item - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - Entering Line Item Notes - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - FAQs DOCX (DOCX) PDF (PDF)
Quick Steps - Locking and Unlocking Working Version of Budget - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - Submit Approved Planning Center Budget - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - Uploading the Budget Data Load - Capital DOCX (DOCX) PDF (PDF)
Quick Steps - Versions DOCX (DOCX) PDF (PDF)
Quick Steps - Working with Planning Centers - Capital DOCX (DOCX) PDF (PDF)

 

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