Follow this procedure to add a Skill Development budget amount for a customer.
|
Step |
Action |
|
1 |
Navigate to the 'Skill Development' tab on Case Detail. |
|
2 |
Click the hyperlink for the Activity Budget (located on the Skill Development tab). |
|
3 |
Enter the budgeted Skill Development dollar amount allocated to that customer in the Allocated Training Budget field. |
|
4 |
Click 'Save.' |
Note:
As individual training records/activity records are added for the customer, the cost that is entered for those activities will be subtracted from the customer's available Activity budget.