Approve or Reject Pending Budget - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

This procedure allows the current login user to approve or reject the budget. If other users approval is also required, the status of the budget becomes Partially Approved. Once the budget is approved by all the approvers, it gets posted to current budget and current forecast.

For additional details on the budget, navigate to the Original Budget screen (Budgets > Original Budget).

  1. In the Budgets In My Court panel, click the View hyperlink.

    The Visual Workflow Instance dialog box appears.

  2. Perform any of the following actions.

  • Approve the Budget:

    1. (Optional) Type the required Comments.

    2. Click the Approve button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Budgets In My Court panel, click the Refresh icon.

      Until all approvers approve the budget, the budget will remain in a Partially Approved status. When the final approver approves, the budget status record is removed from the Budgets In My Court panel.

  • Reject the Budget:

    1. (Optional) Type the required Comments.

    2. Click the Reject button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Budgets In My Court panel, click the Refresh icon. The budget status record is removed from the Budgets In My Court panel.