Submit Budgets

You can submit one or more budgets on different jobs for approval in this workspace.

To submit a budget:

  1. Go to Approvals > Approve Job Budgets.
  2. Use the Selection Criteria panel to specify the budgets you want to view in the workspace.
  3. Toggle on Show Lines to display the lines in the table.
  4. To submit one or more budgets:
    1. Select the Submit checkbox on each line you want to include; OR
    2. From the Mark Lines dropdown list, click Mark for Submission to automatically select budgets that can be submitted.
  5. From the Other Actions dropdown list, click Submit Budgets.