Overview

Congratulations! You have built out your budget and are ready to approve it. Please note that once your budget is approved, you will now be able to create budget changes which will appear in column B and D, but column A will be locked and cannot be editable.

Process

If you do not have a multi-step approval process

  1. Within your project, go to the drop-down menu and click Master Project Budget / ACR.

  2. On the top right corner, click Approve Budget

  3. Type "YES" to confirm budget approval, and add a note pertaining to the budget approval (i.e. date, name, reason, etc) then click Approve Budget

  4. Now, you will need to Record Client Approval. Click this button on the top right corner.

  5. Enter the client approver name, date, "CONFIRM" and a note about the approval. You can also add a file at this time with authorization, if applicable. Click Record Client Approval.

If you do have a multi-step approval process

  1. If you have a standard Approval Workflow, go to the Budget Approval tab and click Create Approval Workflow. Follow the steps outlined in this article to implement on your project.

  2. Once you have implemented this on your project, you will follow the steps outlined above, starting with step #2. The only difference is that this step will have to be done by however many people are on the approval sequence.

Next Steps

Managing changes to the budget

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