Implementing Budget Workflow
To use Workflow for approving project budgets, you need to perform the following steps:
- Set up one or more budget types with the Use Workflow for Budget Status Change check box enabled. See: Budget Types.
- Modify the Budget Workflow process to perform the routing, notifications, and/or process initiation that you require for each status change.
- You can optionally use client extensions to further customize budget approval workflow rules. See: Budget Workflow Extension.