Previous	Next		Contents	Index	Navigation	Glossary	Library

When you submit a draft, Oracle Projects calls the budget verification extension. If the draft passes the rules in the budget verification extension, the budget status changes to Submitted. If the draft does not pass the rules in the budget verification extension, its status remains set to Working. See: Budget Verification Extension.

If the budget type of the budget uses Workflow to process budget status changes, the budget status changes to In Progress when a draft is submitted. After a successful submission, the budget status changes to Baselined. While the budget Workflow is active for a budget, no data entry is allowed for the budget and the buttons are disabled when the budget is displayed.

You can use the status information to inform individuals or groups who have different responsibilities with regard to budgets. For example, if project managers create draft budgets and the accounting department is responsible for baselining the budgets, the status informs users when a budget is ready for their use.

You can change a submitted budget back to the status Working if you need to make changes to the draft. For example, change the status to Working if you accidentally submitted the budget, or you found errors in the budget.

While the budget Workflow is active for a budget, you cannot change the status using the Budget window.

You cannot change the status to Working after you have baselined the budget.

If you want to make changes to the budget that is already baselined, you must create a new baselined budget. See: Revising a Baselined Budget.

Prerequisite

   Enter a draft. See: Entering a Draft.

   To submit a draft:

• Find the working draft that you want to submit in the Budgets window. Choose Submit.

   To change a submitted budget status from Submitted to Working:

• Find the submitted draft that you want to change in the Budgets window. Choose Rework. Update the draft, as necessary and save your work.

After you have completed the changes, you can resubmit the draft.

Note: You cannot choose Rework if a workflow is active for the budget.