How to add Financial Actions to your project: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
No edit summary |
||
| Line 4: | Line 4: | ||
{{howto|title=add Financial Actions to your project | {{howto|title=add Financial Actions to your project | ||
|Click in the 'FUTURE DESIGN'' tab on Actions. | |Click in the ''FUTURE DESIGN'' tab on Actions. | ||
|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 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 Stakeholders who should have access to this menu in the right-side panel. | |Select the Stakeholders who should have access to this menu in the right-side panel. | ||
Revision as of 11:21, 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:
- Click in the FUTURE DESIGN tab on Actions.
- Select Finance in the Action menus on the left-side panel or create a new Action 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.
- Select the desired Financial actions for the Stakeholder