Contract - Budget Approvals
Contracts include the ability to set up budgets and have an approval hierarchy so that changes to budgets require approval. For more information on setting up contract budget approvals, and budgets, see:
Once a budget is created and submitted for approval, the approvers can approve or reject the contract budget in the Budget Approval page found in the Role Center > Activities > Approvals & Activities > Budget Approval.
The approval process works in a similar fashion as time or expense approvals. When you open the page, you can enter filters to restrict the Change Order budgets that appear in the lower portion of the page. Filters include:
- Start Date
- End Date
- View As (options to select Change Orders requiring Level 1, Level 2 or Level 3 approvals).
- Contract No.
- Project No.
- Customer No.
- Change Order No.
As you select criteria at the top of the page, the results at the bottom of the page dynamically update. You can then use the options in the Ribbon at the top of the page to further process the Change Order budget approvals:
Approve: Select this option to approve the selected Budget version.
Reject: Select this option to reject the selected Budget version.