Approve a Budget Change

To be reflected in the current budget, a budget change must first be in the Approved status. Only users with Approve Budget Change permission are able to take this action. When an approval is requested, all users with this permission will see this request in their Items Pending Approval section on the e-Builder Home page.

In the Administration Tools (Cost > Cost Settings > Settings tab) select the 'Notify users when approval requested' check box to notify users via email when an approval is requested. For more information, see Cost Control.

Budget change approvals are done from the Budget Change Details page. You are redirected to this page when you click the change number in the email notification or from the Items Pending Approval section.

If currency has been set for your project, the exchange rate locked in for the budget change will depend on several factors.

Budget has a locked in rate:

  • Approving budget change with non-zero line items will lock in an exchange rate for the budget change. The exchange rate used will depend on the budget change approval setting. 
  • Approving budget change with zero line items will not lock in an exchange rate.

Budget has no locked in rate:

  • The first non-zero budget change that you approve will lock in the rate for the budget as well as the budget change. The exchange rate used will depend on the budget change approval setting. 

To approve a budget change

  1. Open the Budget Details page.
  2. Click the Budget Changes tab.
  3. Click the change number of the budget change you wish to approve.

    4. The Budget Change Details page is displayed.

  4. Click Approve.

    5. A confirmation message is displayed.

  5. Enter an approval date or click the date link to enter today's date.
  6. Click Approve.

Once a Budget Change has been approved it can no longer be deleted, but it can be voided if necessary.