Budget progress and approval

This view enables you to follow the budget’s progress if you use the Submit button. You can also approve the budget at once in this view. It is also possible to approve a created scenario. Scenarios are created in the Create scenario view.

A snapshot is created when the budget is approved. You can give the snapshot another name in the Create snapshot view.

Validate submitted budgets

In step 2, you can see whether modules have already been submitted. If a module has been submitted, the cell for the corresponding year and cost centre will be orange. Once a budget per module per cost centre has been submitted, no changes can be made for that module per cost centre.

If changes need to be made after the submission, the module can be rejected per cost centre. Select the corresponding cell(s) and click on Reject selected components.

The submitted views may have already been validated and approved. You can indicate this in the overview by giving them the colour green. This is done by selecting the orange cell(s) and clicking on Selected components were validated. You can undo this if necessary by ticking the green cell(s) and clicking on Undo validated.

Approve budget

From step 2, you can approve the budget for all cost centres at once. You can also choose to approve a scenario. Proceed as follows:

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1. Select the budget you want to approve by ticking Select this budget. The selected budget’s column turns green.
   
2. Click on Open multi-year budget to validate the associated multi-year budget.
3. Click on Approve budget to approve the budget.
4. Save the view.

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Once a view has been submitted, no changes can be made in the budget year. This does not apply to the Staff view. Changes can always be made in this view. (Once the budget for a specific year has been approved, the effect of the changes will be reflected in that year’s forecast.)

If you would like to prevent a user from making changes, you can change the user’s role from write to read.

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It is not necessary for all modules per cost centre to have been submitted in order for a budget to be approved. The table may therefore still display red cells at step 1 when the budget is approved.

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