How does budget approval work?

To approve a budget, you need to configure the approval chain, as defined on the Project page.

On the budget page, click on the Send for approval button.

The budget then changes status to Waiting for approval and cannot be modified. 

• The first approver receives an email stating that a new budget is awaiting approval, and inviting the approver to log in to view and approve the budget. 
• If the first approver approves the budget, an email is automatically sent to the next approver. 
• At the end of the chain, the budget is set to Approved status and the person who requests the approval receives an email.
• If the first approver refuses, the budget is set back to In preparation and the initiator is notified by email.
• If a subsequent approver refuses, they have the option of returning the request to the initiator or to a previous approver.