Workflow Overview

This workflow outlines a structured process for creating a budget, routing it for review, and then for approvals. The workflow is segmented into various steps, color-coded to represent Automation, Initiation/Edit, Review, and Approval stages. It also identifies a step outside of the Funding App. It takes place within the Kahua system.

Summary of Workflow Progression: Budget Created → Update & Submit → Review → Update & Submit → Approvals

Steps in the Workflow 

1. Start (S)
   • The process begins with the creation of a budget.

2. Create Budget Approval (Green – Initiation/Edit)
   • The Assistant Project Manager or Project Manager creates, updates, and submits the budget in the Kahua system. 
   • Action: Information is entered into the system. 
   • If necessary, this step allows for revisions based on feedback further down the workflow. 

3. Budget Approval Review (Blue – Review)
   • This step involves multiple levels of review:
     • PM (Project Manager) if the budget was created by the Assistant Project Manager
     • FM (Financial Manager)
   • During the review, the status is updated to In Review.
   • After the review is complete, the budget is in the PM or APM court.

4. Update Project Details (White – Outside of Current App)
   • The Financial Manager enters or updates Funding and Charge Account information into the Portfolio Manager App. This step typically occurs while the Budget is in the FM’s court for review.

5. Edit Budget Approval (Green – Initiation/Edit)
   • After the review is complete, the status is updated to Reviewed. 
   • The PM or APM may edit the budget to make any needed updates.
   • When ready, the APM or PM must initiate the approval process.

6. Budget Approval (Orange – Approve)
   • This step involves multiple levels of approvals:
     • PM (Project Manager) if the budget was created by the APM (Assistant Project Manager)
     • FM (Financial Manager)
     • Associate Director of Capital Programs
     • University Director for Capital Programs
   • The next approvals are dependent on budget total.
     • University Construction Unit Head if the budget is over $1.5 million.
     • Director of System Capital Programs if the budget is over $3.5 million.
     • AVP of Capital Programs & Utility Services if the budget is over $3.5 million.
     • Board of Trustees if the budget is greater than or equal to $7.5 million.
   • During approvals, the status is updated to In Approval.
   • If a revision is required, the process returns to the Create Budget Approval/Edit step. The budget would then go through all necessary approvals again after edits.

7. Finish (F) (Black – Automation)
   • The process ends here, having successfully navigated through all stages of approvals.
   • Status is updated to Approved.

Color Coding and Key Notes

• Black (Automation): Represents the start/finish of the workflow. 
• Green (Initiation/Edit): Involves data entry. 
• Blue (Review): Steps requiring review.
• Orange (Approve): Steps requiring formal approvals at multiple organizational levels. 
• Gray (Integration): System entries for final processing (N/A on this workflow).
• White (Outside of Current App): Steps requiring manual actions in other Kahua Apps or in other systems. 

Applicable Roles: Project Manager/Assistant Project Manager, Financial Manager
Roles in Approval Workflow: Project Manager, Financial Manager, Assistant Director, Director, Delegated Authority Levels.

The Budget application allows the Project Manager/Assistant Project Manager to establish a budget per project. 
NOTE: The budget will be created in the Funding App, in the Budget tab. The budget will be displayed in the Work Breakdown app in specific columns based on the status of the Budget.

1. To access the Funding Budget application, open the Apps repository. Under the Cost Management suite of applications, select Funding. This will launch the Funding Application, which will include:
   1. Budget
   2. Budget Adjustments
   3. Budget Changes
2. To create a new Funding budget, select the Budget tab.
3. Select New to open a new budget. A new form will open on the right side of the screen.
4. Populate the Funding Budget Details such as Subject, Description, Type, and Notes.
   1. As both the Review and Approval Workflows will be used, you will not need to enter dates in the Dates & Workflow section manually, as these will populate for you as the budget routes through the workflow. 
5. To add budget line items, navigate to the Items grid.
   1. Keep in mind, you have the option to budget at a high level.
   2. NOTE: Contracts and Change Orders will be created downstream at a detailed level, but you may choose to budget additional funds under an Activity Code in excess of executed contract totals (contingency) to allow for a certain % of Change Orders to be executed so that contract funding line items do not need to be updated for each Change Order.
6. To add multiple line items to your budget, enter the number of lines you need, then select Insert.
7. Select the applicable Activity Code and fill out the remaining details regarding this budget.
   1.  NOTE: Do not update the Status on each line.
8. To view the Funding Budget Item in further detail, select the More Details icon next to the Funding Budget Item number.
   
   1. This view allows for additional detail on the item, such as the Scope of Work, Notes, and additional Comments.
9. If multiple Funding Budget Items exist, you can use the Previous and Next action buttons to sort through the Items.
10. Select Done once all budget details have been provided.
11. Documents can be attached to the record under the References section. Attach documents such as Exhibits and other supporting documentation. The user can either:
    1. Upload a document saved on their computer.
    2. Add Kahua Doc to reference a document that is stored within Kahua’s File Manager application.
    3. Add Approval Doc which is used anytime a record is being routed for Review or Signature.
12. Once all details have been filled out, select Save/Close.
    1. The initial budget approval will also serve as the project approval.  
    2. Update the schedule in the Milestones App before sending the budget for review and approval.
13. When you are ready to start the Review Workflow, select Send for Review.

Once the Project Manager or the Assistant Project Manager has created the budget and clicked the Send for Review button, the review workflow is initiated.

1. The Budget will first be sent to the Project Manager for Review. The Project Manager will receive an email in their inbox as well as a Task & Notification in Kahua.
   1. The task can be accessed by selecting the Task icon.
2. Once the task is opened, the Project Manager can review the Approval Document. The task will load the Portable View, which includes project details, milestones (if populated), and the proposed budget.
3. Once the Project Manager has reviewed the information and is satisfied with the details entered, select the Reviewed button to move the Workflow to the next step.
   1. If revisions are needed, the Project Manager can select the Return for Revision button, enter comments in the pop-up comment box, and send it back to the author for changes.

When the Project Manager has finished their review and moved it to the next step, it will be sent to the Financial Manager.

1. The Financial Manager will receive an email and task in Kahua. The Financial Manager can review the details, project milestones, and proposed budget on the portable view in the task. 
2. Prior to the Financial Manager completing the review of the record, they need to ensure there is enough funding in the project to support the project budget.
   1. To check or add funding, the Financial Manager should select the View Details Icon next to the Project Name.This will open the Project Details.
   2. Select Edit, then navigate to the Funding Section.
   3. Insert as many Funding Sources as required.
   4. Navigate to the Charge Account section and enter the corresponding Charge Accounts if they are available.
3. Once the Funding information has been entered and funding is verified sufficient to support the budget, navigate back to the Task.
4. Complete the budget review, then select Reviewed.

After the Financial Manager has completed the review of the budget, the review process will be completed. An email will be sent to the Author/Creator of the budget, and the Status will change to “Review Complete”. The Author/Creator of the Budget can now start the approval process by selecting the Send for Approval button.

The approval process for the Budget can only begin after the review process has been completed. During the approval process, the Budget Amount will be validated against the “Total Funding Received” value entered in the Funding Dynamic Grid in the Project Details.

Once the Author/Creator of the Budget clicks on the Send for Approval button, the approval process is initiated. If the Assistant Project Manager is the Author/Creator, the Budget will first go to the Project Manager for Approval. If the Project Manager is the Author/Creator of the Budget, it will instead go to the Financial Manager for Approval.

1. When the Approver opens their task, they can review the Approval Document. The Approver will have the option to Approve or Decline the Budget.
   1. From the second Approver onwards, they will see another button option: Revert to the Prior Approver. This option can be used for questions that could be answered by the previous Approver.
2. The Budget Approval process will follow a Threshold-Based Approval as outlined in the Budget Approval Workflow Table.
3. Once all Approvals are complete, the Author/Creator of the Budget, as well as the Financial Manager, will be notified that the Budget has been approved.

Once the fields within the record have been completed and saved, the users can select from several actions:

• Send – Use messaging to send record details to others (NOT to be confused with a workflow)
• Edit – Update and maintain the record
• Process -  Copying a Budget within a project; often used if a user wishes to maintain a version of an estimated budget prior to copying it and creating the approved budget
• View – This action button displays the Portable View (document view)
• Delete – Select this action button to delete a record (typically permission-based, so all may not see this)
• History – All updates/changes are tracked
• Import/Export - Import/Export the Budget Line Items using the Kahua Template

Send

• Do not confuse Send with using the workflow buttons in any application.
• Documents can be sent via a message within Kahua to either existing Kahua users or users outside of Kahua by entering their email address and selecting Enter.
• The documents are treated as attachments, and the message can be copied to the Communications application by checking the box.

Edit

• The record can be updated as needed during the process.
• If the document is out for Review or Signature, Edit will not be available.

Process

• If a budget is required to be copied, select the Process action button process to copy the existing budget fields into a new budget.
• The target application indicates the application this budget is being processed to.
• NOTE: It is defaulted to the Funding Budget since this is a copy.

View

• Records can be viewed as a Portable View in which a PDF version of the data is generated and can be printed out. Select the PDF Icon to generate a printable PDF version of the document.

History

• The History action button provides details regarding all activity (Creation, Updates, Saves, etc.) performed on the record.
• To see specific details related to the updates made, select the View Edit button.

Import/Export 

• Import/Export the Budget Change Line Items using the Kahua Template. To access the Kahua Template, fill in a line item and select Export. This will provide you with the template on how to fill in the details.
• Once done, save and import into Kahua. 

Workflow Overview: 

This workflow outlines a structured process for creating a budget adjustment, routing it for review, and then for approvals. The workflow is segmented into various steps, color-coded to represent Automation, Initiation/Edit, Review, and Approval stages.

Summary of Workflow Progression: Budget Adjustment Created → Submit → Review → Update & Submit → Approvals

Steps in the Workflow: 

1. Start (S)
   • The process begins with the creation of a budget adjustment.

2. Create Budget Adjustment (Green – Initiation/Edit)
   • The Assistant Project Manager or Project Manager creates and submits the budget adjustment in the Kahua system.
   • Action: Information is entered into the system. 
   • If necessary, this step allows for revisions based on feedback further down the workflow.

3. Budget Adjustment Review (Blue – Review)
   • This step involves one level of review:
     • PM (Project Manager) if the Assistant Project Manager created the budget adjustment.
   • During the review, the status is updated to In Review.
   • After the review is complete, the budget adjustment is in the PM or APM court.

4. Edit Budget Adjustment (Green – Initiation/Edit)
   • After the review is complete, the status is updated to Reviewed.
   • The PM or APM may edit the budget adjustment to make any needed updates.
   • When ready, the APM or PM must initiate the approval process.

5. Budget Adjustment Approval (Orange – Approve)
   • This step involves approval from one role:
     • Associate Director of Capital Programs
   • During approvals, the status is updated to In Approval.
   • If a revision is required, the process returns to the Create Budget Adjustment step. The budget adjustment would then go through all necessary review/approvals again after edits.

6. Finish (F) (Black – Automation)
   • The process ends here, having successfully navigated through all stages of approvals.
   • Status is updated to Approved.

Color Coding and Key Notes:

• Black (Automation): Represents the start/finish of the workflow.
• Green (Initiation/Edit): Involves data entry. 
• Blue (Review): Steps requiring review.
• Orange (Approve): Steps requiring formal approvals at multiple organizational levels. 
• Gray (Integration): System entries for final processing. (not applicable on this workflow)
• White (Outside of Current App): Steps requiring manual actions in other Kahua Apps or in other systems. (not applicable to this workflow)

1. To access the Funding Budget Adjustment application, open the Apps repository. Under the Cost Management suite of applications, select Funding. This will launch the Funding Application, which will include:
   1. Budget
   2. Budget Adjustments
   3. Budget Changes
2. To create a new Budget Adjustment, select the Budget Adjustments tab.
3. Select New to open a new budget adjustment. A new form will open on the right side of the screen.
4. Populate the Funding Budget Adjustment Details such as Description, Date, Reason, and Notes.
   1. Since both the Review (Conditional: If the Assistant Project Manager creates the Budget Adjustment) and Approval Workflows will be used, you will not need to enter dates in the Dates & Workflow section manually, as this will increment for you as it routes through the workflow. 
5. To add budget adjustment line items, navigate to the Items grid. 
6. Two items will already be available to easily reallocate funds. However, there is the option to add multiple line items by utilizing the Insert button above the grid.
7. Select the applicable activity codes and fill out the remaining details regarding this budget adjustment.
   1. You will need to remove funds from one activity code and add funds to another activity code. Ensure you have at least 1 positive and 1 negative (type a ‘-’ sign to enter a negative number), as the adjustment should equal a net total of 0.
8. To view the Funding Budget Adjustment Items in further detail, select the More Details icon next to the funding budget adjustment item number.
   1. This view allows for additional detail on the item, such as the Scope of Work, Notes, and additional Comments.
   2. Use the Previous and Next action buttons to sort through the Items if needed.
   3. Select Done once all details have been entered.
9. Documents can be attached to the record under the References section. The user can either:
   1. Upload a document saved on their computer.
   2. Add Kahua Doc to reference a document that is stored within Kahua’s File Manager application.
   3. Add Approval Doc which is used anytime a record is being routed for Review or Signature. 
10. Once all details have been filled out, select Save/Close.
11. When you are ready to start the Workflow, select Send for Approval.
    1. If created by the Assistant Project Manager, select Send for Review.

Once a Budget Adjustment has been created by the Assistant Project Manager and the Send for Review button has been selected, the Review Workflow is initiated.

1. The Budget Adjustment will be sent to the Project Manager for Review. The Project Manager will receive an email in their inbox as well as a Task & Notification in Kahua.
   1. The Task can be accessed by selecting the Task icon.
2. Once the Task is opened, the Project Manager can review the Approval Document. The Portable View will contain the data on the proposed Budget Adjustment.
3. The PM can also select View Source Record to review the data in the Budget Adjustment App. The PM may also navigate to the Work Breakdown App to view the entire budget with proposed adjustments. The PM must navigate back to the task when they are ready to complete the review.
4. When the Project Manager has reviewed the information and is satisfied with the details entered, they can select the Reviewed button to move the Workflow to the next step.
   1. If changes need to be made, the Project Manager can select the Return for Revision button, add revision comments in the comment pop-up box, and send it back to the Author for changes.
5. After the Project Manager has completed the Review of the Budget Adjustment, an email will be sent to the Assistant Project Manager, and the Status will change to “Review Complete”.
6. The Assistant Project Manager can now start the Approval process by selecting the Send for Approval button.

1. If the Project Manager is creating the Budget Adjustment, a review is not needed, and it can be sent directly through the Approval process by clicking the Send for Approval button.
2. If the Assistant Project Manager is creating the Budget Adjustment, the approval process can only start after the Review process is complete.  See “Send a Budget Adjustment for Review” for more details.
3. Once the Assistant Project Manager or the Project Manager clicks on the Send for Approval button the approval process is initiated.
4. The Budget Adjustment will be sent to the Associate Director Capital Programs for Approval.
5. The Associate Director will receive a Task in Kahua.  When they open the task, an Approval Document will be presented for review with the option to Approve or Decline the Budget Adjustment.
6. Once the Associate Director Capital Programs approves the Budget Adjustment, it will be approved, and the Author/Creator of the Budget Adjustment will receive a notification and email.

Once the fields within the record have been completed and saved, the users can select from several actions:

• Send – Use messaging to send record details to others (NOT to be confused with a workflow)
• Edit – Update and maintain the record
• View – This action button displays the Portable View (document view)
• Delete – Select this action button to delete a record (typically permission-based, so all may not see this)
• History – All updates/changes are tracked

Send

• Do not confuse Send with using the workflow buttons in any application.
• Documents can be sent via a message within Kahua to either existing Kahua users or users outside of Kahua by entering their email address and selecting Enter.
• The documents are treated as attachments, and the message can be copied to the Communications application by checking the box.

Edit

• The record can be updated as needed during the process.
• If the document is out for Review or Signature, Edit will not be available.

View

• Records can be viewed as a Portable View in which a PDF version of the data is generated and can be printed out. Select the PDF Icon to generate a printable PDF version of the document.

History

• The History action button provides details regarding all activity (Creation, Updates, Saves, etc.) performed on the record.
• To see specific details related to the updates made, select the View Edit button.

Workflow Overview: 

This workflow outlines a structured process for creating a budget change, routing the budget change for review, and then for approvals. The workflow is segmented into various steps, color-coded to represent Automation, Initiation/Edit, Review, and Approval stages. It also identifies a step outside of the Funding App. It takes place within the Kahua system.

Summary of Workflow Progression: Budget Change Created → Update & Submit → Review → Update & Submit → Approvals

Steps in the Workflow 

1. Start (S)

• • The process begins with the creation of a budget change.

2. Create Budget Change (Green – Initiation/Edit)

• • The Assistant Project Manager or Project Manager creates and submits the budget change in the Kahua system.
  • Action: Information is entered into the system. 
  • If necessary, this step allows for revisions based on feedback further down the workflow.

3. Budget Change Review (Blue – Review) 

• • This step involves multiple levels of review: 
    
    • PM (Project Manager) if the Assistant Project Manager created the budget change.
    • FM (Financial Manager)
  • During the review, the status is updated to In Review.
  • After the review is complete, the budget change is in the PM or APM court.

3. Update Project Details (White – Outside of Current App)

   • The Financial Manager enters or updates Funding and Charge Account information into the Portfolio Manager App.  This step typically occurs while the Budget change is in the FM’s court for review if FM had not previously updated this information.

5. Edit Budget Change (Green – Initiation/Edit)

• • After the review is complete, the status is updated to Reviewed. 
  • The PM or APM may edit the budget change to make any needed updates.
  • When ready, the APM or PM must initiate the approval process.

6. Budget Change Approval (Orange – Approve)

• • This step involves multiple levels of approvals:
    • PM (Project Manager) if the budget change was created by the APM (Assistant Project Manager)
    • FM (Financial Manager)
    • Associate Director of Capital Programs
    • University Director for Capital Programs
  • The next approvals are dependent on budget total.
    • University Construction Unit Head if the budget is over $1.5 million.
    • Director of System Capital Programs if the budget is over $3.5 million.
    • AVP of Capital Programs & Utility Services if the budget is over $3.5 million.
    • Board of Trustees if the budget is greater than or equal to $7.5 million.
  • During approvals, the status is updated to In Approval.
  • If a revision is required, the process returns to the Create Budget Change step. The budget change would then go through all necessary approvals again after edits.

7. Finish (F) (Black – Automation)

• • The process ends here, having successfully navigated through all stages of approvals.
  • Status is updated to Approved.

Color Coding and Key Notes: 

• Black (Automation): Represents the start/finish of the workflow. 
• Green (Initiation/Edit): Involves data entry. 
• Blue (Review): Steps requiring review.
• Orange (Approve): Steps requiring formal approvals at multiple organizational levels. 
• Gray (Integration): System entries for final processing (not applicable on this workflow).
• White (Outside of Current App): Steps requiring manual actions in other Kahua Apps or in other systems. 

The Budget Changes application allows you to add funds to or remove funds from the project budget.

This is used when a net change occurs to the overall budget after the original budget is approved, and allows for a clear audit trail of any changes impacting the total project budget. Cost amounts are tracked in the Work Breakdown App according to status.

1. To access the Funding Budget Change application, open the Apps repository. Under the Cost Management suite of applications, select Funding. This will launch the Funding Application which will include:
   1. Budget
   2. Budget Adjustments
   3. Budget Changes
2. To create a new Funding Budget Change, select the Budget Changes tab.
3. Select New to open a new budget change. A new form will open on the right side of the screen.
4. Populate the Funding Budget Change Details such as Date, Description, Reason, and Notes.
   1. As both the Review and Approval Workflows will be used, you will not need to enter dates in the Dates & Workflow section manually, as this will increment for you as it routes through the workflow.  
5. To add budget change line items, navigate to the Items grid.
   1. A single line item will already be available. However, there is the option to add multiple line items by selecting Insert.
6. Select the applicable activity codes and fill out the remaining details regarding this record.
7. To view the Items in further detail, select the More Details icon next to the item number.
   1. This view allows for additional details on the item, such as the Scope of Work, Notes, and additional Comments.
   2. Use the Previous and Next action buttons to sort through the Items, if needed.
8. Select Done once all details have been provided.
9. Documents can be attached to the record under the References section. The user can either:
   1. Upload a document saved on their computer.
   2. Add Kahua Doc to reference a document that is stored within Kahua’s File Manager application.
   3. Add Approval Doc which is used anytime a record is being routed for Review or Signature. 
10. Once all details have been filled out, select Save/Close.
11. When you are ready to start the Workflow, select Send for Review.

Once a Budget Change has been created by the Project Manager or the Assistant Project Manager and the Send for Review button is clicked, the Review Workflow is initiated.

1. The Budget Change will first be sent to the Project Manager for Review.  The Project Manager will receive an email in their inbox as well as a Task & Notification in Kahua.
   
   1. The Task can be accessed by selecting the Task icon. 
2. Once the Task is opened, the Project Manager will see a Portable View that contains the data on the Project as well as the Budget Change being proposed.
3. When the Project Manager has gone through the information and is satisfied with the details entered, they can select the Reviewed button to move the Workflow to the next step. 
   
   1. If changes need to be made, the Project Manager can select the Return for Revision button to send it back to the Author for changes.
   2. When the Return for Revision button is selected, a comment box will appear where the reason for return can be entered.

When the Project Manager has finished their review and moved it to the next step, it will be sent to the Financial Manager.

1. The Financial Manager will receive an email and a Task to review the information.
2. Prior to the Financial Manager completing the Review of the record, they need to ensure there is enough Funding in the Project to support the Project Budget Change.
   1. To check or add funding, the Financial Manager should select the View Details icon next to the Project Name in the blue title bar. This will open the Project Details. 
   2. Select Edit, then using the Quick Navigation menu on the right-hand side, navigate to the Funding section.
   3. Insert as many Funding Sources as required, along with the corresponding Charge Accounts if they are available.
3. Once the Funding information has been entered and there is enough money to ensure the Budget Change can be supported, navigate back to the Task.
4. Complete the Review of the Budget Change as the Financial Manager.  Once done, select Reviewed.
5. After the Financial Manager has completed the review of the Budget Change, the review process is complete, and an email will be sent to the Author/Creator of the Budget Change.  The status in the record will change to “Review Complete”.
6. The Author/Creator of the Budget Change can now start the approval process by selecting the Send for Approval button.

The Approval process for the Budget Change can only begin after the Review process has been completed.

During the approval process, the Budget Change Amount will be validated against the “Total Funding Received” value entered in the Funding Dynamic Grid in the Project Details.

1. Once the Author/Creator of the Budget Change selects the Send for Approval button, the approval process is initiated.
   1. If the Assistant Project Manager is the Author/Creator, the Budget Change will first go to the Project Manager for Approval.
   2. If the Project Manager is the Author/Creator of the Budget Change, it will instead go to the Financial Manager for Approval.
2. The reviewer will receive a Task notification.  When they open the task, a screen similar to the Review Task will be presented with the option to Approve or Decline the Budget Change.
3. From the second Approver onwards, they will see another button option to Revert to the Prior Approver. This option can be used to clarify any doubts that could be answered by the previous Approver.
4. The Budget Change Approval process will follow a Threshold-Based Approval as outlined in the Approval Workflow Table.
5. Once all Approvals are done, the Author/Creator of the Budget Change and the Financial Manager will be notified that the Budget Change has been Approved.

Once the fields within the record have been completed and saved, the users can select from several actions:

• Send – Use messaging to send record details to others (NOT to be confused with a workflow)
• Edit – Update and maintain the record
• Process – Copying a Budget Change within a project; often used if a user wishes to maintain a version of an estimated budget change prior to copying it and creating the approved budget change
• View – This action button displays the Portable View (document view)
• Delete – Select this action button to delete a record (typically permission-based, so all may not see this)
• History – All updates/changes are tracked
• Import/Export – Import/Export the Budget Change Line Items using the Kahua Template

Send

• Do not confuse Send with using the workflow buttons in any application.
• Documents can be sent via a message within Kahua to either existing Kahua users or users outside of Kahua by entering their email address and selecting Enter.
• The documents are treated as attachments, and the message can be copied to the Communications application by checking the box.

Edit

• The record can be updated as needed during the process.
• If the document is out for Review or Signature, Edit will not be available.

Process

• If a budget change is required to be copied, select the Process action button process to copy the existing budget change fields into a new budget change.
• The target application indicates the application this budget change is being processed to.
• NOTE: It is defaulted to the Funding Budget Change since this is a copy. 

View

• Records can be viewed as a Portable View in which a PDF version of the data is generated and can be printed out. Select the PDF Icon to generate a printable PDF version of the document.

History

• The History action button provides details regarding all activity (Creation, Updates, Saves, etc.) performed on the record.
• To see specific details related to the updates made, select the View Edit button.

Import/Export 

• Import/Export the Budget Change Line Items using the Kahua Template. To access the Kahua Template, fill in a line item and select Export. This will provide you with the template on how to fill in the details.
• Once done, save and import into Kahua.