Start Approval on Budget/Forecast
Explanation
This activity is used to start the approval on a budget/forecast version if a
pre-defined approval routing has been established.
Prerequisites
- Budget/Forecast lines, if defined, must be Confirmed.
- Approval steps must be defined for the budget/forecast version.
- The budget/forecast version must have the status Reviewed.
System Effects
The Status Approval in Progress is assigned to the budget/forecast version.
Window
Project Forecasts
Project Forecast Info
Related Window Descriptions
Project Forecasts
Project Forecast Info
Procedure
Use the following procedure to start 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 in state reviewed that you want to set
to approval in progress.
- Right click, click Status and then click Start Approval.