In the Wavity PPM Module, approving a budget as a Project Manager is a simple and straightforward process.
Users with Project Manager access can log in using their credentials and will be directed to the Project Manager interface.
Note: The steps provided below are sample instructions and can be tailored based on specific requirements; however, the core workflow remains consistent.
Project Managers can create projects and tasks, request budgets, and add timesheets using the Quick Links.
Assigned projects (assigned by the Portfolio Manager) can be viewed in the Assigned Projects table widget. Tasks created by the Project Manager will also be listed under Assigned Tasks.
To approve a budget, click on Create/View Budget Request from the Quick Links.
A list of budget requests will be displayed. Select any budget that is pending approval.
Navigate to the Request tab to review the details, and then go to the Approval tab.
In the Approval tab, select Approved from the status dropdown.
Add comments if needed, and click the Save button to apply the changes.
