Project Management and Accounting Workflow

When you use project budgeting, you can specify that any project budgets and
revisions made to the original budgets must be approved by someone other than
the person submitting them. You can create an approval workflow process by
using the workflow editor.

The workflow actions available in the Project budget and Project budget
revision forms change to reflect the status of the workflow.

NOTE: When revisions are made to an approved budget, the workflow status is
reset and the changes must be resubmitted for approval.The following workflow types are available for Project management and
accounting. You must create at least one workflow configuration for each type
you want to use workflow approvals for.

Type	Use this type to:
Review original budget	Create approval workflows for an original budget.
Review budget revision	Create approval workflows for a revised budget.
Review timesheets	Create review and approval workflows for a timesheet. This workflow type contains a line-item workflow for timesheet lines.
Review timesheet lines	Create review workflows for timesheet lines.

To create Project management and accounting workflows, follow these steps:
1. Open Project management and accounting > Setup > Project management and accounting workflows.

2. On the Action Pane, click New.

3. Select the type of workflow you want to create, and then click Create workflow. The workflow editor is displayed. Design the workflow by dragging workflow elements onto the canvas.

4. Configure each element of the workflow.

5. Repeat steps 2 through 4 to create additional workflows for Project management and accounting. 

Regards,
Hossein Karimi