Budget Request: Different Workflow Phases of a Request
Budget requests can be designated in Collaborati with several different status markers:
|
Status |
Designation |
|---|---|
|
Not Submitted (Client Request) |
Budget Request is yet to be submitted back to the client. |
| Not Submitted (My Request) | Budget Request has been rebudgeted. |
|
Canceled |
Budget Request has been canceled. |
|
Rejected |
Budget Request has been rejected by the client. |
|
Pending Client Retrieval |
Request has been submitted, but not retrieved by the client. |
|
Pending Client Approval |
Request has been submitted and viewed, but it is still pending action from client. |
|
Approved |
Budget request has been approved. |
| Error | Budget Request has an error, and a new Budget Request should be submitted by the client in TeamConnect. |
TeamConnect clients can change the status of an approved Budget Request to Canceled at any time. These changes will be reflected in the Budget Request section of Collaborati.
Note: Budgets associated with the account will be automatically credited or debited based on these changes.