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:

1. 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.
2. Query for the budget/forecast version for which you want to cancel the approval.
3. Right click, click Status and then click Cancel Approval.