Validating Financial Data
Users with appropriate permissions (e.g., Finance Representatives, Blackbelts) can validate financial projections at any time during the course of a project.
- To validate financial data, navigate to the Project Finances page by clicking the Finances link on the left navigation bar within a particular project. You can also navigate here from your My Work page.
- Click on the Validation tab.
- Based on your permissions and the financial approval process implemented within your system, you should see the appropriate Approve buttons.
- Click the Approve button.
- You can enter comments about you approval in the comments field on the Enter comments for Finance Validation Approval page in the pop-up window.
- A time stamp will be added in the appropriate column and the Validation history will be updated.
Working with Project Financial Data
Viewing Project Finance Summary
Editing Financial Data
Requesting Financial Data Validation
Modifying Financial Locks
Working with Finance Settings