Working with Finance Approval Templates

Finance approval templates can be used to dictate the finance approval workflow for projects. Finance Approval Templates allow you to configure the approval workflow with greater flexibility.

There can be multiple financial approval workflows associated with an initiative. If there is only one approval workflow template for an initiative, all projects within that initiative will use that workflow by default. If more than one approval workflow template exists, users will see a Finance Approval Workflow Template pull-down menu when they create a project.

See Also

Managing Finance Approval Templates

Creating a New Finance Approval Template

Viewing and Editing Finance Approval Definitions