Cancel Approval on Budget/Forecast
Explanation
This activity is used to cancel the approval on a budget/forecast version.
Prerequisites
The budget/forecast version should either be of the status Approval in Progress
or Approved.
System Effects
- The budget/forecast version is assigned the status Reviewed.
- All approval tokens are cleared on the approval routing steps. i.e.: The
fields Approval Status, Approver, Approver Name and
Approval Date, if filled, are cleared on all approval steps.
Window
Project Forecasts
Project Forecast Info
Related Window Descriptions
Project Forecasts
Project Forecast Info
Procedure
Use the following procedure to cancel approval on a budget/forecast version:
- Open the Project window and
right click and select the Project Forecasts menu option, which will
open the the
Project Forecasts
window with the related forecasts for the project. You can also open up the
Project Forecasts or
Project Forecast Info window to perform
this activity.
- Query for the budget/forecast version for which you want to cancel the
approval.
- Right click, click Status and then click Cancel Approval.