How to add Financial Actions to your project: Difference between revisions
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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. | 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. | [[File:Finance Actions.png|right|thumb|300px|Adjusting the Financial Actions of a Stakeholder]] | ||
{{Editor location|Actions}} | {{Editor location|Actions}} | ||
Revision as of 09:55, 5 October 2022
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.
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