Workflow

Workflow enables you to control and monitor the planning and budgeting review and approval process. You define workflow relationships for activities and use email to notify team members when milestone events occur during the preparation process, such as submit and reject. Trees are used to establish a routing hierarchy among the people notified.

Using workflow, you assign each user a role in the approval hierarchy, defining his or her planning centers, actions, and notifications. You can notify users when an action is required, such as entering or reviewing a budget. You communicate overall status through emails, alerts, and workspaces.