Review Budget Workflow and Approval

Note the following before starting the budget workflow and approval process:

• Creating a budget approval authority has to be done first.
• Budgeting & Planning assigns the highest level project manager as the approver of all budgets, whether the budgets are created at the lowest or some roll-up level.
• For multi-level projects, all managers assigned to roll-up levels are budget originators, but not approvers.

To review the Budget Workflow and the Approval Process, complete the following steps:

1. Select Administration as the management context.

2. In Reports & Actions, select M.A.P.8 Add Additional Project Budget Approvers.

3. Click to open the window.

4. In the drop-down list for Rollup Project, select the top level project ID associated with the project budget you want to approve. The project IDs that appear in this drop-down list is determined by the following:

• The project’s org ID is equal to the user’s security org ID.

• The active flag is set to Yes.

• The project end date has not expired.

• It is a rollup project.

5. In Approver Name, use the drop-down list to select your logon user ID.

6. In the Charge Project drop-down list, select a project.

7. Click Add New. A successful confirmation message appears to confirm.

8. Click Close to close the window.

9. Select Project as the management context.

10. Select the Budget Development module.

11. In Reports & Actions, select and open B.P.I.2 Audit/Modify All Direct Projects.

12. Click Select next to the budget you want to approve.

13. Click Edit.

14. Click the Approved check box.

15. From the calendar, select an Approved Date.

16. To save the changes, click Update.

17. To refresh the grid, click Refresh.