Workflow Guides

End-to-end, job-to-be-done guides that span multiple modules.

• Add a user and choose which properties they can see
• Add or revise a funding plan
• Advance to Planning: move your association into the next budget year
• Advance to planning: what it changes, and what your reports show afterwards
• Create and compare funding plans for your next budget year
• Onboard a new association
• Run a reserve study cycle
• Set up board reporting
• Use Atlas daily