SSC REPORT DISTRIBUTION - UPDATING TREE
Within the BudCast Model Administration module, the SSC users have the ability to assign projects to themselves within BudCast to set up SSC report distribution.
Navigate to Model Administration. After logging into BudCast, select ‘Model Administration’ from the menu.
Select ‘Trees’. In the Model Administration page, select ‘Trees’ from the menu on the left by clicking the button under the listed Model Components.
Select ‘Trees Diagram’. In the trees window, click on the ‘Tree Diagram’ button to view the details of the SSC Report Distribution Tree.
Select your SSC. After the SSC Report Distribution Tree has populated; select your SSC from the ‘Tree Nodes’ pane.
Select your Name. In the ‘Tree Nodes’ pane click the plus button next to your SSC node to populate the list of names associated with your SSC. Click on your name to select it.
Note: If your name is not listed simply click the icon to add a Child Node. Type your name on the Child Node and press ‘Enter’.
Assign ‘Unallocated’ Projects. The ‘Unallocated’ node contains a list of projects that have not been assigned to an SSC staff person’s node in the SSC Report Distribution Tree. A project may only be assigned to one node. To assign projects to SSC staff nodes follow these steps:
6.1 Select the ‘Unallocated’ node from the Tree Nodes window on the left. In the right hand window the user will now see all unallocated projects.
6.2 Click the project(s) desired, and drag them onto your name node. Holding the ‘Ctrl’ key allows the user to select multiple projects at one time.
6.3 Note the changes. Now when the user clicks on their name node they will see a list of projects that have been manually assigned to them in the ‘Element Items/Nodes’ pane.
Remove Expired Projects. After a project becomes inactive the user may drag/drop the project into the ‘Expired Projects’ node () in the SSC Report Distrubution Tree Nodes list.