Viewing a Budget Items Record on the End Step

This is the last step in the workflow. You cannot take action on this step. All form fields are read-only and the record is in a terminal status: Approved, Rejected, or Canceled. Once on the End step the record is viewable only in the business process log.

To view a Budget Items record on the End step:

  1. Go to your project and ensure that you are in User mode.
  2. Click to expand the Financial Transactions node.
  3. Expand the Budget node.
  4. Click Budget Items. The Budget Items log opens.
  5. Open the record. In the record you can see the record status. When the record is on the End step, Task Details displays the text "Record has been closed."
  6. Click the "Click here" link. The Workflow Progress window opens. This is where you can trace the record's progress through the workflow.
  7. Click View Graphic to see an image of the workflow.

See Also

Budget Items Business Process

Budget Items Workflow

Creating a Budget Items Record

Routing a Budget Items Record from the Review Step

Routing a Budget Items Record from the Revision Step



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Last Published Tuesday, March 2, 2021