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:

1. 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.
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.