How to add Financial Actions to your project: Difference between revisions

From Tygron Support wiki
Jump to navigation Jump to search
No edit summary
No edit summary
Line 1: Line 1:
Financial Actions are [[Action#Special_Actions|special actions]] of [[Stakeholder]] during a session to execute various Financial functions. The access of a stakeholder to Financial possibilities during a session is determined with the assignment of ''Financial Actions''. There are four types of financial actions, Finance view, Transfer money, Request subsidy and Bank Loans.
Financial Actions are [[Action#Special_Actions|special actions]] of a [[Stakeholder]] during a session to execute various Financial functions such as transfer or loan money. The access of a stakeholder to Financial possibilities during a session is determined with the availability of ''Financial Actions''. There are four types of Financial actions, Finance view, Transfer money, Request subsidy and Bank Loans.
[[File:Finance Actions.JPG|right|thumb|300px|Adjusting the Financial Actions of a Stakeholder]]
[[File:Finance Actions.JPG|right|thumb|300px|Adjusting the Financial Actions of a Stakeholder]]
{{Editor location|Actions}}
{{Editor location|Actions}}


{{howto|title=add Financial Actions to your project
{{howto|title=add Financial Actions to your project
|Click on the desired Stakeholder in the top bar of ''FUTURE DESIGN''.
|Click in the 'FUTURE DESIGN'' tab on Actions.
|Select Finance in the Action Menus on the left-side panel.  
|Select Finance in the [[Action]] menus on the left-side panel or [[Action#Adding_and_removing_action_menu.27s|create a new Action menu]].
|Select the Actions Ribbon on the right-side panel and open the ''Special Options'' drop down menu.
|Select the Stakeholders who should have access to this menu in the right-side panel.
|Select the Actions tab on the right-side panel and open the ''Special Options'' drop down menu.
|Open the Finance drop down menu.
|Open the Finance drop down menu.
|Select the desired Finance actions for the Stakeholder
|Select the desired Financial actions for the Stakeholder
}}
}}


Revision as of 11:19, 13 November 2020

Financial Actions are special actions of a Stakeholder during a session to execute various Financial functions such as transfer or loan money. The access of a stakeholder to Financial possibilities during a session is determined with the availability of Financial Actions. There are four types of Financial actions, Finance view, Transfer money, Request subsidy and Bank Loans.

File:Finance Actions.JPG
Adjusting the Financial Actions of a Stakeholder
Editor → Future Design (Ribbon tab) → Actions (Ribbon bar) → The Action Menu to edit (Left panel) → Actions tab (Right panel)
How to add Financial Actions to your project:
  1. Click in the 'FUTURE DESIGN tab on Actions.
  2. Select Finance in the Action menus on the left-side panel or create a new Action menu.
  3. Select the Stakeholders who should have access to this menu in the right-side panel.
  4. Select the Actions tab on the right-side panel and open the Special Options drop down menu.
  5. Open the Finance drop down menu.
  6. Select the desired Financial actions for the Stakeholder


How-to's

See also

Retrieved from "https://support.tygron.com/w/index.php?title=How_to_add_Financial_Actions_to_your_project&oldid=38651"