A.7 PM Review: Approval Details of Travel

 

Description

Project Manager agrees that the scope documented can move forward and that all disciplines and the overall impact is accounted for.

 

Outcomes

 

Project Manager cannot approve their own Travel Authorizations.

 

Click to see the T&E Policies.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

Step 2: Review Traveler Details.

  1. Review all Traveler Details.

 

  1. Review all Travel Details.

 

  1. Review all Arrangement Requirements.

 

  1. Review all SAP Coding Information & Expenditures.

 

Step 3a: Set the Travel Request to Approve.

  1. Click Workflow drop-down list.

  2. Select Approve.

 

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.

OR

 

Step 3b: Return Travel Request to Funding/WBS Assignment.

  1. Click Workflow drop-down list.

  2. Select Return to Funding/WBS Assignment.

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.

OR

 

Step 3c: Return Travel Request to Draft.

  1. Click Workflow drop-down list.

  2. Select Return to Draft.

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.