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 | |
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 |