Submitting a Budget Request

After you create the budget request (making sure that the Total Requested field is complete), submit the budget request, using the following procedure.

Note: Be sure that the marketing plan for the budget request is associated with a tactic before submitting the request. For instructions, see Creating and Associating Tactics with Marketing Plans.

To submit a budget request

  1. From the Approval Status drop-down list, choose Submitted.

    The Pick Employee dialog box opens.

  2. In the Pick Employee dialog box, select the employee to whom you want to submit the budget request.

  3. (Optional) Add a comment to the request.