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.

1. 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.
2. Click on the Validation tab.
3. Based on your permissions and the financial approval process implemented within your system, you should see the appropriate Approve buttons.
4. Click the Approve button.
5. 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.
6. A time stamp will be added in the appropriate column and the Validation history will be updated.

Related Topics

Working with Project Financial Data

Viewing Project Finance Summary

Editing Financial Data

Requesting Financial Data Validation

Comparing Finances

Working with Finance Snapshots

Modifying Financial Locks

Working with Finance Settings