Understanding Initiative Budgeting Approval Actions
  • 1 Minute to read
  • Dark
    Light
  • PDF

Understanding Initiative Budgeting Approval Actions

  • Dark
    Light
  • PDF

Article summary

These actions allow budget users to perform workflow actions on Initiative budgets. Assign approval roles to actions.

  • 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.


Was this article helpful?