Approval Roles

This option allows to create a new approval role. 

To create a new user, follow the steps below:

1. Click Add.
   
2. Enter a Code and Name (optional) for the approval role.
3. Select the required Approval Actions for the new approval role from the drop-down to access entity actions.
   
   The list of approval actions is explained below:
   • Forward: This option allows you to forward the budget entities that contain budgets for approval. You can forward budgets when the current status of the budget entity is In Progress. Forwarded budgets are locked to ensure that they are not editable.
   • Approve: This option allows you to approve forwarded budgets.
   • Final Approve: This option allows you to flag all budgets with a Final Approval status. Final-approved budgets are locked and cannot be edited by users or administrators.
   • Workflow History: This option allows you to view the complete workflow history of a budget which includes the action, action date, user name, and comment.
     
     Note:

     The above options appear on the planning control panel only when you select these for an approval role and assign that approval role to a user. These options appear on the right side of the planning control panel on selecting either roll-up or leaf-level entity.

     
4. Select the required template actions from the Operating Budget Template Actions section for all the required templates for the approval role.
   
   Note:

   The availability of the template actions depends on whether the Workflow Setup is enabled or disabled in your application.

   • If the Workflow setup is enabled, you can see All, Input, View, Forward, and Approve.
     
   • If the workflow setup is not enabled, you can see All, Input, View, and Mark Complete. 
   The list of budget template actions is explained below:
   • All—Allow the approval role to perform all template actions.
   • Input—Allow the approval role to open budget templates in Input mode and to enter data.
   • View—Allow the approval role to open budget templates in Read Only mode.
   • Forward— To allow the approval role to access the Forward action in the Planning Control Panel and forward the budget entities comprising budgets for approval. You can forward budgets when the current status of the budget entity is In Progress. Forwarded budgets are locked to ensure that they are not editable. 
   • Approve— To allow the approval role to access the Approve action in the Planning Control Panel and approve forwarded budgets. 
   • Mark Complete—Allow the approval role to mark templates Complete. Once a template is complete, it cannot be opened in Input mode until marked Not Complete.
     
     Note:

     The above actions can be performed only when you select the leaf-level entity under the roll-up on the Planning Control Plan page.
     
     Note

     When you add templates to a budget model, update security roles to provide the appropriate access privileges.
5. Select the required Initiative Approval Actions to allow budget users to perform workflow actions on Initiative budgets.
   The list of initiative approval actions is explained below:
   • All—Allow the approval role to perform all initiative template actions.
   • Forward—Allow the approval role to forward selected initiatives.
   • Send Back—Allow the approval role to send back forwarded initiatives.
   • Approve—Allow the approval role to approve initiatives.
   • Reset—Allow the approval role to reset initiatives to a status of Work in Progress. All initiatives can be reset even if they are approved. 
6. Click Save.

This option is used to edit the approval role.

1. Select the required Approval Role and click Edit.
   
2. Make the required changes on the Edit Approval Page and then click Save.
   

This option is used to delete the approval role.

Select the required approval role you wish to delete and click Delete.

This option is used to filter the approval role.

1. Click Apply Filter.
   A search filter row appears.
   
2. Enter your search keyword in any of the search filter columns. The system will filter and display the data that matches your specified criteria.
   

Note:

Click Clear Filter to hide the search filter option.

You can download the list of approval roles data using the Export to Excel and Print option. The exported data will be identical to what is displayed on the Approval Role page and both options include the following details:

• Approval Role Code
• Approval Role
• Created Date
• Created By
• Modified Date
• Modified By

Export to Excel

This option allows you to export the list of approval roles created in the Excel format.

1. Click Export to Excel.
   
2. Click Ok. The data is exported to an Excel sheet.

Print

This option allows you to print the list of approval roles.

• When you click the Print option, you will see the entire approval data in the sheet for printing.