Viewing and Editing Finance Approval Definitions

Viewing Finance Approval Template definitions

To view the details of a finance approval template:

Click the Finance tab.
Select the Finance Approval Templates link. You will see a list of the available approval templates.
Click the View details link. From the Finance approval definitions page you can add new steps, edit or delete existing steps.

On the Finance approval definitions page click the Edit to edit details of a finance approval step. You can edit the name and description of the approval step.
The Request Optional setting controls how the Request and Approve buttons are displayed. If the request is set to optional, approvers can approve without having to wait for a request for approval. In this case both Request and Approve buttons are displayed in the project finance validation screen.
The Approval Optional setting controls how the Request and Approve buttons are displayed. If a particular approval step is required and the approval has to be done is a particular sequence then this approval needs to be granted before the Request and Approves button for subsequent steps are displayed.
Select the roles that can perform Request, Approve and Undo actions for the particular approval step. Multiple roles can be selected by holding the Control key while clicking the name of the role.