You can delegate a budget worksheet to a manager using the Worksheet window if you budget by position or organization.

   To delegate a budget worksheet:

1. Start a new worksheet or edit an existing worksheet from your workflow inbox.

2. Choose the Delegate tab in the Worksheet window.

3. Select the Organization of the delegate manager.

   • The application displays the first level of organizations in the organization hierarchy beneath the current organization.

   Note: You cannot delegate a budget worksheet if the primary budget entity is job, grade, or open because these entities are not linked to organization hierarchies.

4. Select the name of the delegate in the Manager field.

   Note: You can only delegate a budget worksheet to one person. This person must be identified as a manager in this organization in the Manager field of the Miscellaneous tabbed region in the Assignment window. If the delegated manager does not have a workflow role, the application automatically defers sending a notification.

5. Check the Defer field to delegate the worksheet to a manager without sending a workflow notification.

6. Enter the amount or the percentage of the amount allocated for the budget measurement unit which you are delegating to this manager.

7. Use the following buttons to navigate between organizations. Choose:

   • Populate All to select all organizations beneath the current organization. You can delete organizations from this list without effecting the organization hierarchy.

   • Details to navigate one level below the current organization. Choose Details to see which organizations report to the current organization.

   • Parent to navigate one level above the current organization.

   • Root to navigate back to the starting organization.

8. Save your work.

   Note: The delegate manager receives a workflow notification and can open the worksheet from the workflow inbox. The delegate manager can edit any line item that has been delegated, including items which have already received a budget entry. Or, the manager can further delegate the worksheet to a subordinate manager.