D.7a.4  Pending Approval: Review and Approve

 

 

Description

Project Manager reviews the Budge Transfer information entered by Estimator or Finance and any attachments. If the Budget Transfer is acceptable, Project Manager Approves the Budget Transfer.

 

Detailed Steps

 

Step 1: Accessing NexGEN.

 

 

Step 2: Review Budget Transfer data and any attachments included with the Budget Transfer.

  1. Review/verify Budget Transfer.

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

  1. Click OK.

  2. Browse and select the location where you want the file downloaded.

  3. Click Save.

  4. Click OK.

 

Step 3 To Approve the Budget Transfer.

  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.