Users with appropriate permissions (e.g., Finance Representatives, Blackbelts) can validate financial projections at any time during the course of a project.
- 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.
- Click on the Validation tab.
- Based on your permissions and the financial approval process implemented within your system, you should see the appropriate Approve buttons.
- Click the Approve button.
- 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.
- A time stamp will be added in the appropriate column and the Validation history will be updated.