Submit a Budget Transfer for Approval

After you have added a budget transfer and defined its properties, submit it for approval.

To submit a budget transfer for approval:

  1. In the object selector, select a project or program.
  2. In the sidebar, hover over Cost and Funds and select Budget.
  3. Select the Transfers tab.
  4. In the transfer list, next to the budget transfer that you want to submit for approval, select the Context menu, and then select Submit.

    In the Submit dialog box, in the Notify Users field, enter all users that you want to be notified of the approval request.

    The users you select here should have the privileges to approve and reject budget transfers. They will each receive an inbox notification of the submission.

  5. In the Comment field, enter any information that you want to send to the users you entered in the previous step.
  6. Select Submit.

You will receive a notification when the budget change has been approved or rejected.