A.1 Draft: Create Travel Plan and Update as Needed

 

 

Description

Creation of a travel plan that allows the project team and our Global Mobility partner to manage a projects budget and requirements.  The Initiator can create a Draft or modify an existing Draft which will include all of the needed arrangements for the Travel Authorization.  The Initiator can also create a Travel Authorization for Vendors if needed.

 

Outcomes

Once the Travel Authorization is initiated and submitted, it is workflowed to the Studio Lead if it contains no exceptions.  If the Travel Authorization contains exceptions it will workflowed to the Policy Exception Approver.

 

If you are an Initiator with an existing Draft Travel Plan Click Here.

If you are an Initiator that needs to create a Draft Travel Plan Click Here.

 

Detailed Steps

Step 1: Log in to NexGEN.

 

  1. Select Travel Authorization.

  2. Click Travel Authorization.

  3. Click Bulk Upload.

 

Step 2: Complete Template.

 

  1. Select Program.

  2. Select Project.

  3. Click Download Template.

.

 

  1. Open downloaded Template.

  2. Click Enable Editing (if applicable).

  3. Complete at columns of each persons travel plan

  4. Click File.

 

  1. Save as type CSV File.

  2. Click Save.

 

Step 2: Upload Bulk Template.

 

  1. Click Bulk Upload.

 

  1. Locate your Template in CSV format.

  2. Click Yes and Travel Plan will be saved as Draft format.

 

  1. The Travel Plan success message will display.