Approve Budget Change Request

Accessing budget Change Requests Needing Approval

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  • Click the Approve Budget Change Requests link to view the Budget Change Request Workflow Approval tab with requests awaiting approval.

  • By default, the Approve As field contains your name. If you are supporting another approver, select his or her name from the drop-down list.

  • The date and time on which the approval list was last compiled is shown in the upper right corner of the tab. We recommend that you click the Refresh this list link to be sure you are viewing the most current approval candidates.



Tip: When you receive an email notification to approve a budget change request, that email includes a direct link to the budget change request. You can use this link to approve the request without logging into TEAMS.

Buttons on the Budget Change Request Workflow Approval Tab

View

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Click the View button to view the Budget Change Request Maintenance tab and review details about the budget change request and any supporting documents.


You can use these buttons on the Budget Change Request Maintenance tab:

  • Click the Approve & Return button to approve the budget change request. In the Approval Note box that appears, you can enter an Approval Note, if desired. Click the OK button to proceed with the approval and return to the Budget Change Request Workflow Approval tab.
  • Click the Deny & Return button to deny the budget change request. In the Denial Note box that appears, you can enter a Denial Note, if desired. Click the OK button to proceed with the denial and return to the Budget Change Request Workflow Approval tab.
  • Click the Save button to save any changes you have made to the request without approving or denying the request itself.
  • Click the Cancel button to return to the Budget Change Request Workflow Approval tab without taking any action on the request.

Select All

Click the Select All button to select all the requests listed on the Budget Change Request Workflow Approval tab. You can then proceed to approve or deny the selected requests.

Approve

To approve requests:

  • Click one or more requests on the Budget Change Request Workflow Approval tab and click the Approve button to view the Approval Note box.
  • Enter an Approval Note, if desired.
  • Click the OK button to proceed with the approval. A message is displayed above the Budget Change Request Workflow Approval tab telling you that budget change request was submitted for approval.
    • If there are no other approvers in the workflow, the budget change request is approved.

Approve All

To quickly approve all the requests on the Budget Change Request Workflow Approval tab, click the Approve All button. In the Approval Note box that appears, you can enter an Approval Note, if desired. Click the OK button to proceed with the approval.

Deny

To deny requests:

  1. Click one or more requests on the Budget Change Request Workflow Approval tab and click the Deny button to view the Denial Note box.
  2. Enter a Denial Note, if desired.
  3. Click the OK button to proceed with the denial. A message is displayed above the Budget Change Request Workflow Approval tab telling you that the budget transaction has been denied.

Reviewing Budget Request History

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  • Click the Budget History tab to bring it forward.

  • Optional. To filter your search results, complete one or more of the following fields in the Search Criteria panel:
    • Budget Trans #: Enter the Budget Transaction number for the request.
    • Requested by: Enter the ID number of a specific employee whose requests you want to view.
    • Begin Date: Enter the start date for which the system should search for requests.
    • End Date: Enter the end date for which the system should search for requests.
    • Status: Select the status of the budget change request (for example, Denied By Validation Rules).
  • Click the Search button to view search results matching your criteria in the Budget Request History panel.

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You have the following options on the Budget History tab:
  • Double-click a request to view the Budget Change Request Maintenance tab with details about the request.
  • If the Budget Status of a request is Approval History, you can click this link to view the Budget Approve History box.