Financial Planning › Budget Plans › Approve Submitted Budget Plans

Approve Submitted Budget Plans

Use this procedure to approve a submitted budget.

To approve a submitted budget plan

1. On the Financial Plans tab, click the Budget Plans subtab.

   The <Investment> Financial Plans: Budget Plans page appears.

2. Click the name of the submitted budget plan you want to approve.

   The Budget Details page appears.

   You can edit the fields that appear on the submitted budget. If changes to the fields are necessary, select Edit Mode from the Actions menu and enter the changes. Click Save to save any editing changes.

   If you plan to associate a benefit plan with budget, you must make the association before you approve the submitted budget. To associate a benefit plan, click the Properties tab, then click the Browse icon next to the Benefit Plan field and select a plan.

3. Click Approve.