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Whenever a project manager submits a Cost plan for approval, how is the Finance manager/Approver notified that an action is required. What is the best way to achieve this?

  • 1.  Whenever a project manager submits a Cost plan for approval, how is the Finance manager/Approver notified that an action is required. What is the best way to achieve this?

    Posted May 13, 2015 08:53 AM

    Also is it possible to send the Cost Plan approval to a group of users, and even if any one user approves it, the plan should become a Budget Plan.

     

    Similarly is it possible to have a approver notification for Budget Plan approval as well.



  • 2.  Re: Whenever a project manager submits a Cost plan for approval, how is the Finance manager/Approver notified that an action is required. What is the best way to achieve this?

    Posted May 13, 2015 09:34 AM

    Check this -

    Automate Budget Plan creation and approval

    https://communities.ca.com/message/241747541#241747541

     

    NJ



  • 3.  Re: Whenever a project manager submits a Cost plan for approval, how is the Finance manager/Approver notified that an action is required. What is the best way to achieve this?

    Posted May 13, 2015 10:56 AM

    Also, check the latest response from Richard in the below thread -

     

    https://communities.ca.com/thread/241710321

     

     

    Re: Automate Budget Plan creation and approval

    Richard Peach Participant

    Richard Peach May 13, 2015 7:55 PM (in response to tarun.chaudhary)

     

    Would you consider adding an attribute that the project manager could update when ready for the 'budget' cost plan to be submitted for budget approval?  This approach would allow the PM total control for when the update is ready for submission and has the benefit of making the 'triggering event' simpler to create and maintain.  This attribute could be added to the Cost Plan Properties page or the Project Budget page..

     

     

     

    NJ