To build budget approval rules
You can write rules to automatically approve line item changes on the Budget Approval Rules tab of program, project, and invoice templates, which streamlines the approval process.
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If you do not write any rules, IBM® Operações de Marketing does not require any approvals.
1.
Navigate to the Budget Approval Rules tab of the program, project, or invoice template to which you want to add budget approval rules.
2.
Click Add Approval Rule.
The Rule Builder opens.
3.
Select attributes, operators, and resources to create conditions that specify when to show the form. See Rule Builder for more information.
Use the AND and OR operators to build compound conditions. Use the Add button to connect each condition.
4.
In the THEN Assign Approver section, select an approver to receive the request when the condition is met.
5.
When the condition is complete, click Save Compound Condition to move it up into the Compound Condition box where it is ready to be used.
6.
After you are finished creating compound conditions, click Save and Finish.
The rule builder closes.
7.
When you are finished building rules, click Save and Finish on the Budget Approval Rules tab.
You can build multiple rules which result in multiple, parallel approvals.
For each rule, if the condition is met, the line item approval request is sent to the assigned approver. If the line item does not meet the conditions for any rules, it is automatically approved.
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