How to Create Detailed Financial Plans › Budget Plans › Approve or Reject Submitted Budget Plans

Approve or Reject Submitted Budget Plans

Use this procedure to approve or reject a submitted cost plan as a budget.

Before approving or rejecting a budget plan, you can edit the fields in the Unit, Cost, and Revenue Details section as needed. You can also add line item details to the plan.

Note: You cannot edit an approved budget. Submit a new budget for approval to replace the old budget.

Follow these steps:

1. Open the investment.
2. Open the Financial Plans menu, and click Budget Plans.

   The budget plans list appears.

3. Open the submitted budget plan.

   The budget details appear.

4. Edit the fields in the Unit, Cost, and Revenue Details section, and save the changes.
5. Click Approve or Reject.