Budget Proposals Page

Proposals

A proposal is a request for changes to your budget, and those changes will be applied to the Scenario Budget once the proposal has been approved. 

Proposals can have four status types.

• Draft – this is your working space status. Your proposal remains in Draft status until it is submitted for approval.

• Awaiting approval – when you submit your proposal for approval, the status changes from Draft to Awaiting approval. Changes can still be made to the proposal, if needed.  If the proposal is updated, the Awaiting approval status changes back to Draft.

• Rejected – After you have submitted your proposal for approval, an approver reviews and may decide further changes need to be made. They can reject the submission which changes the status from Awaiting approval to Rejected.  You can then make further changes as indicated by the approver’s comments and resubmit the proposal for review and approval again.

• Approved –After you have submitted your proposal for approval, an approver accepts the changes and approves

How to Create a Proposal

Set the scenario in which you wish to make your changes on the Overview page.

1. Navigate to Budget Planning

2. Select Budget Proposals.

3. Select the Create Proposal button.

If there are existing proposals with a status of Draft, Awaiting approval, or Rejected, you can select the Pencil icon to edit the summary information or select the Review button to make edits to NPE records and/or submit for approval.

Name your Proposal

1. Update the Proposal Title, if applicable. The default is New Proposal for ‘Scenario name’. This is a required field.

2. If you wish to limit the proposal to a specific budget, use the Budget dropdown to select a budget or leave blank to select All budgets.  The dropdown will be scoped to only those budgets that you have access to.  If you select a specific budget, the account segments/account code will be scoped to the budget. This field is optional.

When selecting a specific budget, a message displays stating you will be redirected to the selected budget’s proposal upon creation of the proposal.

4. Enter a description or purpose for the proposal in the Proposal Justification field.  This field is optional.

5. Select the Create Proposal button to create the proposal. 

When selecting a specific budget from the All Budgets tab, you will be redirected to the selected Budget’s proposal inside the Single Budget tab.  If you are not an admin and only have access to the Single Budget tab when selecting a specific budget that is different than your current budget, your Single Budget selection will be changed to the budget you selected on the proposal and you will be redirected to that proposal.