D.3a.4 In Review: Budget Approved

 

 

Description

WDI CFO reviews the Budget for alignment with the Investment Committee (IC) or TWDC Board Approval.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

Step 2: Review Budget Approval data

  1. Review Budget Approval.

  2. Review any attachments by downloading them.  Click Download.

  1. Click Open.

 

Be patient - Workflow can not be started until the system populates the Current Budget and Total Budget columns have been populated for all line items.

 

Step 3 Approve the Budget Approval.

  1. Click Workflow.

  2. Select Set to Approved from the list.

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

  2. Click Execute.