Approving Project Budget/Forecast—Exercises

Required Data

Review Project Budget/Forecast

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Review two project budget/forecasts

General exercise for Review Project Budget/Forecast

Enter Approval Routing on Project Budget/Forecast

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Enter approval routing on one project budget/forecast

General exercise for Enter Approval Routing on Project Budget/Forecast

Main Exercise

Purpose: The purpose of these exercises is to approve a project budget/forecast which has been reviewed.

Windows:
Project Forecast Info

Approving Project Budget/Forecast without Approval Routing

1. Open the Project Forecast Info window and query for the project with the budget/forecast version that you created (which is in status Reviewed) and which does not have an approval routing copied to it.
2. Right-click on the header, click Status and then click Approve.

Approving Project Budget/Forecast with Approval Routing

1. Open the Project Forecast Info window and query for the project with the budget/forecast version that you created (which is in status Reviewed) and which has an approval routing copied to it.
2. Right-click on the header, click Status and then click Start Approval.
3. Select the row on the Attachments panel and the Approval Process and then click Approve.