Project Costs Adjustment Approval Workflow

By default, cost adjustments are automatically approved. If you want project costs adjustments to be approved by authorized users, you can configure the ApproveAdjustment adjustment approval workflow. This workflow is triggered when a user doesn't have adjustment approval privileges.

Note: Some adjustments, such as a change in a comment on project cost, or an update account operation, don't trigger a workflow.

If you want to update the business rules associated with approval configuration, or configure the approval workflow to incorporate parallel approval, request your project application administrator to configure the ApproveAdjustment human task. The Manage Task Configurations for Project Financial Management task under Setup and Maintenance enables authorized users to update the adjustment approval workflow.

Supported Adjustment Types

Here are the cost adjustments that can trigger the ApproveAdjustment adjustment approval workflow:

Note: The adjustment type codes are the lookup codes available for the lookup type PJC_ADJUSTMENT_TYPE.

Adjustment Type	Adjustment Type Code	Description
Hold invoice until released	BILL_HOLD	Hold a project cost from invoicing until removed.
Hold invoice once	ONE_TIME_HOLD	Hold a project cost from invoice once.
Hold revenue until released	REVENUE_HOLD	Hold a project cost from recognizing revenue until hold is removed.
Release invoice hold	REMOVE_BILL_HOLD	Remove a project cost from invoice hold.
Release revenue hold	REMOVE_REVENUE_HOLD	Remove a project cost from revenue hold.
Set to billable	BILLABLE	Set a project cost as billable.
Set to nonbillable	NON_BILLABLE	Set a project cost as nonbillable.
Set to capitalizable	CAPITALIZABLE	Set a project cost as capitalizable.
Set to noncapitalizable	NON_CAPITALIZABLE	Set a project cost as noncapitalizable.
Change work type	CHANGE_WORK_TYPE	Adjustment to change the project cost work type.
Split	SPLIT	Adjustment to split a project cost.
Transfer	TRANSFER	Adjustment to transfer a project cost.
Split and transfer	MULTI_SPLIT_TRANS	Split and transfer a project cost.

Privileges Required to Approve Project Costs Adjustment Approval Workflows

Each adjustment approval privilege provides the ability to approve specific adjustment requests. When users with these privileges make adjustments, the adjustment approval workflow isn't triggered.

Users with the following privileges can perform project cost adjustments without triggering the approval workflow:

Privilege	Description	Supported Adjustments
Approve Project Expenditure Item Billing Hold Change	Allows approval of billing hold on project costs.	Hold invoice until released Hold invoice once Release invoice hold
Approve Project Expenditure Item Billing Status Change	Allows approval of project costs billing status change.	Set to billable Set to nonbillable
Approve Project Expenditure Item Capitalizable Status Change	Allows approval of project costs capitalizable status change.	Set to capitalizable Set to noncapitalizable
Approve Project Expenditure Item Revenue Hold Change	Allows approval of revenue hold on project costs.	Hold revenue until released Release revenue hold
Approve Project Expenditure Item Split and Transfer	Allows splitting and transferring of project costs.	Split and Transfer
Approve Project Expenditure Item Split	Allows approval of splitting project costs.	Split
Approve Project Expenditure Item Transfer	Allows approval of the transfer of project costs.	Transfer
Approve Project Expenditure Item Work Type Change	Allows approval of the work type change of project costs.	Change work type