• Entering Campaign Budget-Expenses and Invoices

    The Budget tab in a campaign is used for entering budget related information for a campaign. The Budget tab allows you to enter estimates for campaign expenses. This gives funding managers informat...

  • Requesting Funding for a Campaign

    Funding is the driving force behind every campaign.   In the Funding section of a campaign you can enter a request for funds by clicking + and then Request New Funding. WorkSpan supports adding up ...

  • Editing Funding Requests

    You may want to change funding requests for some campaigns mid flight by updating funding amounts, names in Requested By section (in case an employee role changes within the company or if an employ...

  • Updating Requested Amount in a Funding Request

    You may want to update the requested amount in your funding request for one or more reasons, such as your department's decision to request a lesser amount or a greater amount for a campaign because...

  • Viewing Your Funding Request History

    Steps: Navigate to a campaign for which you want to view the history of a funding request. Navigate to the Funding tab.  Here you'll see a list of all funding requests for the campaign that you se...

  • Changing Funding for an Approved Campaign

    You may want to cut funds from poorly performing campaigns or increase funds for the good ones. Steps: In the Programs App - Campaigns section, navigate to the Decision Made tab where you can find...

  • Canceling a Funding Request

      If your campaign objective was unclear or was misleading, you may want to cancel (withdraw) a funding request to halt moving forwards. As an owner of a campaign, you can easily withdraw funds fro...

  • Adding an Expense to a Campaign

    Expenses are the operational costs of running a campaign.  Expenses can include travel cost, conference fees, supplies, utilities, equipment, food, and administrative services such as accounting, c...

  • Editing a Campaign Expense

    You can update or edit your campaign expenses to change the expense estimates, expense category, expense lead or any other fields corresponding to the expenses. Steps: Navigate to the campaign for...

  • Archiving an Expense in a Campaign

    As a campaign owner, you can archive an expense in a campaign. Steps: Navigate to the campaign for which you want to archive an expense. Go to the Budget tab. All the expenses included in the camp...

  • Downloading an Expense as a Purchase Order

    If downloading a purchase order has been enabled for your company, then, you can download your campaign expense as a purchase order. Steps: Navigate to the campaign for which you want to download ...

  • Adding Invoices for Expenses

    You can enter one or more invoices for your expenses. Each expense item can have invoices, where you can include who you paid and how much you paid, and attach photos of your receipts and/or purcha...

  • Editing and Deleting Invoices for Campaign Expenses

    You can edit and delete one or more invoices for your expenses too. Steps: Navigate to the campaign for which you want to edit or delete an invoice for an expense. On the Budget tab go to the expe...

  • Linking a Campaign to a Program

    In WorkSpan, campaigns and programs are linked since a campaign requests funding from one or more programs. You can link one or more campaigns to a program without a funding request or you can ent...