Complete a Budget Workflow Action
Budgets can be managed with custom workflows, which automatically determine when and by whom they are updated and approved. If you are assigned a custom workflow task for a budget, you can view and complete that task on the Budget page.
To complete a custom budget workflow action:
- In the object selector, select a project or program.
- In the sidebar, hover over Cost and Funds and select Budget.
- Select the Actions menu, and then select a pending workflow action.
The number on the Actions menu button indicates how many pending, budget-related workflow actions are assigned to you.
- In the form or decision dialog box, complete the required fields or decisions, and then select Complete or Submit.
Last Published Tuesday, May 21, 2024