> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-budget-planner/user-guide/drawdown-approval-workflow.md).
# Drawdown Approval Workflow
**Approvals by Budget Line Item**
Approval tracking and management of requests are important components of any budget management system. **Greytrix Budget Planner** includes an integrated workflow to manage the approval and rejection of budget requests.
The approval process is managed at both:
* **Budget Line Item level**
* **Drawdown level**
This allows users to review, approve, or reject multiple Drawdowns associated with a specific Budget Line Item.
#### Confirming Approval Details
After selecting the approval option, a confirmation screen will be displayed.
The user will be prompted to confirm:
* **Budget Line Month**
* **Drawdown Reference**
Review the details and make any required changes before proceeding.
Click **Continue** to proceed with the approval process.
#### Reviewing Pending Drawdowns
Budget Planner will validate the selected Budget Line and check all associated Drawdowns.
A new screen will be displayed showing all **pending Drawdowns** that have not yet been approved.
At this stage, the user has two options:
#### Approve All Drawdowns
Click **Approve all Drawdowns** to approve all pending Drawdowns associated with the selected Budget Line.
#### Cancel Approval
Click **Cancel** to stop the approval process without making any changes.
Once approved, the selected Drawdowns will be updated with an approved status and will be available for further budget processing and tracking.
### Approvals by Drawdown
Greytrix Budget Planner allows users to approve or reject **individual Drawdowns** separately. This provides greater control when reviewing specific budget requests before approval.
#### Approving an Individual Drawdown
To approve a specific Drawdown:
1. Open the **Budget Line Item** that contains the required Drawdown(s).
2. Locate the Drawdown that needs to be reviewed.
3. Click on the **Reference Number** of the required Drawdown.
The user will be redirected to the **Drawdown Summary** screen.
#### Drawdown Approval Options
On the right-hand side of the Drawdown Summary screen, the following options are available:
* **Approve**
* **Disapprove**
Users can select the appropriate action based on the review outcome.
#### Modifying Drawdown Amount Before Approval
If the **Approve** option is selected:
1. The user will be redirected to an approval screen.
2. The Drawdown amount can be reviewed and modified if required.
3. After confirming the details, click **Save** to complete the approval process.
Once saved, the Drawdown status will be updated based on the selected approval action and the changes will be recorded in Budget Planner.
