Complete a Budget Workflow Action

Budgets can be managed with custom workflows, which automatically determine when and by whom they are updated and approved. If you are assigned a custom workflow task for a budget, you can view and complete that task on the Budget page.

To complete a custom budget workflow action:

1. In the object selector, select a project or program.
2. From the Main Menu, select Cost and Funds, and then select Budget.
3. Select the Actions menu, and then select a pending workflow action.

   The number on the Actions menu button indicates how many pending, budget-related workflow actions are assigned to you.

4. In the form or decision dialog box, complete the required fields or decisions, and then select Complete or Submit.