Notifying budget managers during solicitation

The length of approval time at each level must be designated so that budget/forecast reviews are circulated through the hierarchy in a timely manner. To do this, the system can send automated alerts to budget managers during the solicitation cycle.

Sent to a Budget Manager When... Sent to a Budget Manager and the Parent Budget Manager When... See...
Automatic Notifications - after an initial budget import - after a forecast is generated - when a location changes state N/A

Setting Up Notifications and Alerts

Scheduled (Due-Date) Alerts the current date is the specified number of days before the due date and the state of the budget/forecast is Pending or To Review the due date has passed and the state of the budget/forecast is still Pending or To Review