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:

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 in state reviewed that you want to set to approval in progress.
3. Right click, click Status and then click Start Approval.