1.5.1 Proceed & board review

When the draft is ready to share with the board or the next user in your workflow, you Proceed — and HOAi hands off cleanly into Vantaca.

Proceed

1. Click Proceed on the HOAi recommendation card.

   

2. The Budget XN advances to the next step in Vantaca.
3. The draft Excel workbook is automatically attached to the action item, ready for board review.

No copying, no re-uploading, no manual handoff.

Board review & final adjustments

Once the budget is back in Vantaca, the manager and board review the Excel workbook directly. Any last-minute changes — board-requested edits, revised assumptions, late contract info — happen by editing the file in Excel. Save the edited file back to the action item; that becomes the ‘approved’ budget, ready to import. See Import the approved budget into Vantaca.

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↩ Part of Finalizing & importing to Vantaca · Budgets — Start here