When you close out a budget line, you will have the option of rolling the funds over into an existing budget line or creating a new one. Of note, a roll over can only be done for budget lines of the same type. Put another way, you may only roll Partner Accrual BLs to a BL of the same type. The same holds true for Strategic Investment BLs.

Your partners have access to: their budget lines, their current and historical activities, the create-a-new-activity submission form, and an interface that allows them to change their password.

Yes. In either case, the mouse-over highlight signifies that an item is clickable for editing and additional functionality purposes. Usually clicking on a yellow highlight will allow you to make an edit, while clicking on a blue highlight will open up an area for additional inputs.

will address once the functionality has been merged into the demo site

Partners only see their own activities and budget lines; admins see the partners and budget lines with which they are associated. Please refer to channeladmin_faq for instructions on how to set scope. anthony's faq mentioned both CAMs (need scope) and admins (can see everyone). obsolete?