Editing budget approval rules
You can edit budget approval rules as the needs of your organization change.
1.
Add or edit the program, project, or invoice template, then click its Budget Approval Rules tab.
2.
Click Build Rule () in the Edit Rule column of the rule you want to change.
The Rule Builder dialog opens. See Rule Builder dialog.
3.
To change the sequence of the conditions, select one of the conditions then click Up or Down.
4.
To delete a condition, select it then click Delete.
5.
To add a condition, click Add Compound Condition and follow the steps in Building budget approval rules.
6.
To modify a condition, select it then click Update.
The condition displays in the work area of the Rule Builder. Click the condition to edit the attribute, operator, or value for the condition, or to select a different user or role from the Assign Approver list.
7.
After you add or modify a condition, click Save Compound Condition.
8.
To see your rule as a complete if-then-else statement, and to verify that the logic is correct, click Preview. You can also print the rule.
9.
Click Save and Finish.
10.
Click Save Changes on the Budget Approval Rules tab.
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