Budget / Budget Approvals¶
Assign users to be responsible for a particular budget area(s) and once a particular budget has been set to 'Complete' a notification is sent to the user
advising them that budgets require approval.
Once the approver selects 'approved' or changes back to 'not started' the user receives a notification.
The approver is set in the budget approval permissions.
When entering a budget you can use the Budget Approval option to see if a budget has been approved or not.
To change the approval status of a budget¶
Note
Ensure 'Budget Approval Status' has been ticked in configure.
- In the navigation tree, right click on a layer.
-
Select Budget Approval, choose the appropriate budget status and the icon for the layer will change.
= Started - able to make changes to the budget.
= Complete - marks the budget as read only.
Setting the status to complete will send an email to the user advising that budget approval is required.
= Approved - marks the budget as read only.