Approval Process for Funding Department Managers

This topic discusses the approval process for Funding Department Managers workflow, which includes these events:

• Preapproved.

• Return to requester.

This workflow is active only if funding manager approval is required, which is established on the Installation Options - Program Management page (INSTALLATION_PGM).

Preapproved Description

Information Type	Description
Event Description	This event is triggered when a project request approver approves a project request and submits it for approval to the funding department managers.
Action Description	The system sends a worklist item to all funding department managers of the departments that are listed in the cost departments on the Summary Cost/Benefits page (BC_EST_COST_BENFT), and changes the project request status to Operationally Approved.
Notification Method	Worklist

Preapproved Workflow Objects

Information Type	Description
Event	PRE_PROCESS (PRE APPROVED)
Approval Rule Set	PPK_FUNDMGT_APPROVAL
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_PJ_FUNMGT_APPROVAL
Role	MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT

Return to Requester Description

Information Type	Description
Event Description	This event is triggered when a Funding Department manager clicks the Returned button on the Funding Department Approval page (PPK_FUND_APPROVAL).
Action Description	The system sends a worklist item to the person in the Approver field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Returned.
Notification Method	Worklist

Return to Requester Workflow Objects

Information Type	Description
Event	RETURN_REQ (Return to Requester)
Approval Rule Set	PPK_FUNDMGT_APPROVAL
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_PJ_FUNMGT_APPROVAL
Role	MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT