This procedure allows you to cancel submitted and partially approved budgets. Once cancelled, the status of a budget changes back to Open.
Ensure that the visual workflow is cancelled through the System Notifications prior to running the Cancel Budget action.
-
Click the Actions list and select Cancel Budget.
The Cancel Budget dialog box appears.
-
Click the Project ellipsis to select the required project. By default, the last selected project appears.
-
Click the Budget ellipsis to select the required budget. By default, the last selected budget appears.
-
(Optional) Type in a Comment.
-
Click the Run button. The Cancel Budget confirmation dialog box appears.
-
Click the OK button.