Operational Budgeting - Approve or Deny a Funding Package

Funding Packages are requests for new positions in Personnel Budgeting while simultaneously requesting Operational Budgeting Account amounts.

After Funding Packages are submitted, they will display in the Editors’ Funding Packages tab. Follow the steps below to take action on a Funding Package.

1. Set the Priority of each Funding Package Request. 
2. Toggle to Include to preview the new itemization(s) in the Worksheet. 
   • This can be used to preview how the Funding Package will impact the Operational Budget. For more information on Previewing a Funding Package in the worksheet, please see this article. 
3. After a Funding Package has been submitted, you can make a decision and change its Status by selecting the three dots (...) in the right-hand Actions column and then selecting the Update Status button. The three statuses are as follows:
   • Approved - Once a Funding Package has been approved by an Editor in the Operational Budget, if there are any jobs attached they will become a Vacancy in Personnel Budgeting.
   • Denied - Denying the Funding Package will turn the include toggle off, and will send the Funding Package back to the submitter to make any changes and re-submit. 
   • Needs Revision - The package has been reviewed and requires changes before it can be submitted for approval.
4. Once you've selected a new status, select the Update Status button to save the change.

Pro-Tip: Editors and Contributors can decide which email notifications they receive for Funding Packages. Learn more with this article.