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:
Open the Budget Line Item that contains the required Drawdown(s).
Locate the Drawdown that needs to be reviewed.
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:
The user will be redirected to an approval screen.
The Drawdown amount can be reviewed and modified if required.
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.
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