Initiative Workflow

Forward

Select the checkbox located next to the initiative code of the initiative you want to forward and click Forward.

Forwarding initiatives is necessary for budget approval. Forwarded initiatives are locked and cannot be edited. Once forwarded, the status of the initiative is changed to Forwarded.

Once forwarded, the Approval History information is available. Click the Approval History option to view historical approval information on the entity and template.

Send Back

Select the checkbox located next to the initiative code of the initiative you want to send back and click Send Back.

You can send back forwarded initiatives for changes or updates. Once sent back, the status of the initiative is changed to Work in progress.

Approve

Select the checkbox located next to the initiative code of the initiative you want to approve and click Approve.

Only forwarded initiatives can be approved. Once approved, the status of the initiative is changed to Approved.

When initiatives are approved, the data are automatically updated to the corresponding budget/forecast cycle.

On Hold

Select the checkbox located next to the initiative code of the initiative you want to place on hold and click On Hold.

Initiatives must be forwarded in order to be placed on hold. Once on hold, the status of the initiative is changed to On Hold.

Initiatives can be placed on hold while the decision to Approve or Reject is being made. To approve an on hold initiative, you must return the initiative to a Work in progress state and then forward and approve the initiative.

Reject

Select the checkbox located next to the initiative code of the initiative you want to reject and click Reject.

Only forwarded initiatives can be rejected. Once rejected, the status of the initiative is changed to Rejected.

Reset

Click to Reset the initiative status to Work in progress.

You can reset approved, on hold, and rejected initiatives.