Tab Toolbar

The toolbar within the Selected Budget tab presents Approval options and access to Job Notes.

Approval workflow is fully configurable, and will be specific to your organisation's implementation of StarPM: Job Budgeting. Access to approval options on the toolbar is dependent upon user privileges.

Before the budget is approved, the tab toolbar presents the following options.

• Select Approver / Clear Approver - Click to select, or de-select a Staff member who can approve the selected budget.
  • Select Approver displays the Staff Selector, in which you can select the appropriate Staff member to act as Approver. On selection a confirmation dialog is displayed with the message Approver has been set.
  • Clear Approver de-selects the selected approver. A confirmation dialog is displayed with the message Approver cleared.

• Approve - Click to approve the Budget. On approval:

  • A confirmation dialog is displayed with the message Budget successfully approved.

  • All budget editing, for both standard budgets and Disbursements, shifts from standard budget records to Adjusted Budget records, and Amount labels change to Adjusted Amount.

  • Once a budget has been approved, the tab toolbar presents the following options in place of the above:

• Unapprove - Click to reverse the approval. On approval a confirmation dialog is displayed with the message Budget successfully unapproved. The toolbar toggles to display the options described above.

  Reversing an approval (Unapprove) does not reset Adjusted Amounts.

The following options are available at all times:

• Actions : A drop-down list of any currently inactive options, e.g. Clear Approver when no approver is selected, or Select Approver if an approver has not yet been selected or has been cleared.
• Notes - Displays the Job Notes window, in which you can view or record new notes about the selected budget.