Workflow Tab

To adjust a budget's status:

1. Click the Properties button on the Workflow tab. The Edit Taskboard window displays.
2. Optionally type a new name for the taskboard in the Name field.
3. Optionally assign a new Type for the taskboard.
4. Select one of the following statuses:
   • Approved
   • Closed
   • Discarded
   • Draft
   • In Process
   • Monitored
   • Open
   • Request
   • Submit for approval
5. Click Save to apply your changes.

To add a new task:

1. Click the Add Tasks button on the Workflow tab. The Import tasks template window displays.
2. Select the template from the drop-down menu and click Save.
3. Click the taskboard button at the top of the budget screen to see the newly added task(s).

Do delete a worflow:

1. Select the pricing model you wish to delete.
2. Click the Delete button on the Workflow tab.
3. A confirmation message appears. Click OK to continue. The Budget Pricing page refreshes and the deleted pricing model no longer displays.

Warning: You cannot delete a pricing model that has been locked.

To send a pricing model for approval:

1. Select a pricing model in active status by clicking its name.
2. Click the Send for Approval button on the Pricing Model tab. A Prepare Pricing Models for Approval window opens.
3. Select the Send for approval check box and click Save. The pop-up closes and the status of Submitted for approval appears in the top right corner of the budget screen.

To approve a pricing model:

1. Select a pricing model by clicking its name.
2. Click the Approve button on the Pricing Model tab. The Approve pricing model window displays.
3. Modify the Model Name if desired.
4. Type any notes in the Comments field and click Save. The pricing model is now locked, and its status updates to Approved.

Tip: You can also approve a pricing model by clicking the Approve button in the lower right corner of the pricing model.