Set Workflows for Reviewing, Proposing, and Approving a Budget Planning Scenario
Determine the workflows to use when sending a budget plan scenario through the review, propose, and approve processes. For budget planning, you can use the built-in workflows or custom workflows configured by your organization.
To set workflows for a budget planning scenario:
- In the object selector, select
Portfolio.
- In the object selector, beside a portfolio name, select , and then select
View Summary & Settings.
- On the Summary & Settings menu, select Workflows.
- In the context bar, select the planning period
menu, and select the planning year, which is either the current year or the subsequent year.
- Select a workflow for the Send for Review, Propose, and Send for Approval actions for the given planning period. These actions are performed from the Budget Planning page or from a Selection Analysis view, if configured. If you are using the built-in workflow processes, do not select a workflow.
- Select Save.
This setting is used in the following apps:
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Last Published Monday, March 17, 2025