1. Administering Planning
  2. Accessing More Administrative Tasks
  3. Managing Approvals
  4. Defining the Approvals Process
  5. Budget Process

Budget Process

The application supports bottom-up, distributed, or free-form budgeting. Typically, high-level users start the approval units containing loaded data, and then delegate data entry into the lowest-level members to their direct reports, who distribute to their direct reports, and so on. Until a budget is distributed, users can't access it.

To define the budget process, Service Administrators define:

  • Approval unit hierarchies

  • Owners and reviewers of the approval unit hierarchies

  • Validation rules for evaluating submitted data

When a user submits budget data, the data is subjected to validation rules. If the data passes the validations, the budget is promoted to the next owner, and the original user can't edit the data unless ownership is granted again. The submission process locks the data from being edited by anyone except the current owner.