Org Pull Up
The org pull up button takes you to the Organization Selection screen. On this screen you may pull up a subset of documents associated with the selected organization sub-tree(s) of the selected point-of-view organization to the point-of-view level.
To pull up documents, follow these steps:
1. Click the Org Pull Up button in the Budget Construction Selection screen.
The system displays the Organization Selection screen.
2. In the Organization Sub-Tree section, use the down arrow to expand the organization sub-tree.
3. Use the Selected list to select individual or global organization(s).
4. Choose from these options:
• Set Org: Operates on documents directly reporting to the selected organization.
• Set Sub Org: Operates on documents not directly reporting to the selected organization (all others in the sub-tree below the selected organization).
• Set Org & Sub Org: Operates on documents in both previously defined sets.
• Pull Up: Pulls up all of the documents at once and displays a message that the pull up was successful:
• The Pull Up Candidates tab: Allows you to pull up documents individually. To view documents associated with your selection:
Click the View button in the Pull Up Candidates tab.
Click the Load Document link next to the document you want to pull up.
Click the Pull Up button.
Org Push
Down