Add Pipeline Budget Shares

Depending on your role in WorkBook, you can add pipeline budget shares from the pipeline card.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To add a pipeline budget share:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Pipeline Budget Share .
3. On the top toolbar of the pipeline card, click Add Budget Share .
4. In the Add Budget Share Employee dialog box, select an employee and click OK.
5. Use the columns In the pipeline card grid to specify the employee's budget share in percent and to enter a comment.