Approving and Unapproving a Budget

You can view all budget versions for approval, automatically reject submitted budgets and archive old approved budgets in the budget interface. To view the list of budgets, go to Projects > Project budgets and select a budget status (Open, Submitted, Approved, Rejected, Archived, or All).

Different versions of the same budget are assigned a version number which is visible in the Version column of the Project budgets lists. Approved budgets automatically cause other submitted budgets to be rejected. Previously approved budgets are archived, so only one approved budget exists at any particular time.

To approve a submitted budget:

1. Go to Projects > Project budgets and select the Submitted budget list. You can also choose to show budgets which are “Waiting my approval” or “All”.

2. Click the budget to approve. The budget properties form opens.

3. Click Submit/Approve.

4. On the Approval request form, choose Approve.

5. (Optional)Enter Additional email addresses to CC and add notes or comments for the approval.

6. Click Save.

Administrators can give selected users the permission to unapprove budgets. To enable this feature for a user, go to Administration > Global Settings > Users > Employees > [Select a user ID], scroll to Projects Options, check the Allow the employee to unapprove a project budget box, and click Save.

To unapprove a budget:

1. Go to Projects > Projects > [Select a project] > Project budgets and select an approved project budget.

2. Click Submit/Approve.

3. In the Approval History screen, click the Click here link in the unapprove message to unapprove the budget.