Program Budget Workflow

Program budget workflow enables you to require approval before a program budget can be used. By using program budgeting workflow, when you create a program, the system verifies that a budget approver is assigned to the program. The budget approver that you assign on the Project General - Program Management page appears on the Program Budget page.

When budget plans are ready for approval, users select the appropriate plan on the Program Budget page and submit it for approval. If a budget approver has not been defined, you cannot submit the program budget for approval.

After you submit a program budget for approval, the system sends a worklist item and email notification to the budget approver.

If the approver approves the budget, the system sends an email notification to the requester to indicate that the budget has been approved and sets the budget plan to a status of Active.

If the approver returns the budget, the system sends an email notification to the requester to indicate that the budget has been returned and sets the budget plan to a status of Returned.

Note:

The email address for the budget approver is taken from the budget approver's user ID on the PeopleTools, and then Security, and then User Profiles, and then User Profiles, and then Email Addresses page.