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:

1. In the object selector, select  Portfolio.
2. In the object selector, beside a portfolio name, select , and then select View Summary & Settings.
3. On the Summary & Settings menu, select Workflows.
4. In the context bar, select the planning period  menu, and select the planning year, which is either the current year or the subsequent year.
5. 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.
6. Select Save.

This setting is used in the following apps: