Project Managers, Resource Managers, and Team Members have access to create and view budget requests in Wavity Project Portfolio Management Solution.
Upon logging in with their credentials, users will land on their respective personas (e.g., Project Manager Persona).
Note: The steps provided serve as sample instructions and can be customized based on specific requirements; however, the core workflow will remain the same.
From the Quick Links, select Create/View Budget Request.
After selecting the link, users can view any pending requests or click the Create button to submit a new budget request.
In the Request tab, under the Budget Details section, the system will automatically populate the Requester field with the user's name.
Select the Project Title from the dropdown. When a project is selected, the Task field will automatically capture the relevant task title if tasks are associated with the project.
Choose the appropriate Budget Category from the dropdown, enter the Amount, and select Yes if it is billable.
Provide a Reason for the budget request and click the Save button.
Users can track the status of their request in the Assigned Project table widget by selecting the project for which the budget was requested.
Go to the Budget tab. Under Pending Budget Approval, users can view their pending requests. In the Budget Breakdown section, approved budgets will be displayed.
Similarly, Resource Managers and Team Members can request budgets within their respective personas by navigating to Quick Links.
