Set Workflows for Reviewing, Proposing, and Approving a Budget Planning Scenario

Determine the workflows to use when sending a budget plan scenario through the review, propose, and approve processes. For budget planning, you can use the built-in workflows or custom workflows configured by your organization.

To set workflows for a budget planning scenario:

  1. In the object selector, select Portfolio.
  2. In the object selector, beside a portfolio name, select , and then select View Summary & Settings.
  3. On the Summary & Settings menu, select Workflows.
  4. In the context bar, select the planning period menu, and select the planning year, which is either the current year or the subsequent year.
  5. Select a workflow for the Send for Review, Propose, and Send for Approval actions for the given planning period. These actions are performed from the Budget Planning page or from a Selection Analysis view, if configured. If you are using the built-in workflow processes, do not select a workflow.
  6. Select Save.

This setting is used in the following apps:

Cost and Funds

Last Published Monday, September 15, 2025