This article is intended for: Contributors of the Capital Budgeting module.
Use this article after: Being invited to participate in a Capital Budget.
When ready to submit your requests, you will update the Request Status to Request Submitted.
You can do this individually inside of each request, or submit in bulk in the Request Manager Table.
Submit from Inside the Request
To submit a single capital request:
- First, select Update Status in the upper-right corner of the Capital Request Detail page.
- Then, update the request status to Submit Request.
Bulk Submit in the Request Manager Table
To submit multiple capital requests in bulk, navigate back to the Request Manager.
- Select individual requests to submit or select all.
- Select the Bulk Actions button at the top of the Request Manager table.
- Select the Update Status button, then Submit Request.
Note: Once you submit your requests, the status will change, and the request will be "Locked." This means you are no longer able to edit that request. The editor may unlock the request if they need you to modify the contents.
Need a Process Reference for Submitting Requests?
Learn more with this article: Capital Budgeting - Create and Submit Capital Requests
Have more questions or need assistance?
Submit a Request