====== Grant Budget Transaction ====== This section is for working through buttons, related lists and lightning pages for the Grant Budget Transaction. Grant Budget Transaction works in conjunction with Grant Budget Entry, Grant Budget Balance, Fund and Fund Intention to compile transactions for a Grant Budgets. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the [[1accounts|Accounts]] or [[20contacts|Contacts]] object configuration. ===== Content ===== * [[donor360:object_configuration:120grant_budget_transaction#Page Layouts|Page Layouts]] * [[donor360:object_configuration:120grant_budget_transaction#Lightning Page|Lightning Page]] ==== Page Layouts ==== * Click **Setup**, **Object Manager**, **Grant Budget Transaction** * Select **Page Layouts**, Select **Grant Budget Transaction Layout**, then **Save As** to create a new version * Click **Related Lists** in the pallet * Add or remove related lists as needed * **Save** If a new page layout was created, assign to the appropriate Profiles ==== Lightning Page ==== A custom Lightning Page isn't necessary for this object. Users will see the Grant Budget Transaction in a "Default" lighting view. But if you want to configure one, follow these steps. From Grant Budget Transaction, Object Manager, Select **Lightning Record Pages** * If a page exists, select it or Click **New** to create a new page * If you selcted an existing page, Click **Clone** and add a new label and API Name, configure as needed, Click **Save** * If you clicked **New**, Select **Record Page** from left panel, **Next** * Assign a Label and Search and Select the object (in this case Grant Budget Transaction), **Next** * Choose a **Page Template** from left panel, **Done** * Build the new Grant Budget Transaction lightning page by dragging the components and fields from the left panel. * **Save** and **Activate**