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
Related Window Descriptions
Project Forecasts
Project Forecast
Procedure
Use the following procedure to start approval on a budget/forecast version:
- Open the Project/Project Navigator window and
right click and select the Project Forecast/Project Forecasts
menu option, which will open the Project Forecast/Project
Forecasts window with the related forecasts for the project.
You can also open up the Project Forecast/Project Forecasts
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.