Workflow for project budget

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Posted on by imran ul haq

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Hi All

I have created the workflow for the project budget in which i put two approval, now when i submit the budget its goes to the first approval, and the first approval approve it, then it should go to the second approval rather it get stopped by given the error "Stopped (error): Approved status cannot be changed to Submitted status" (if check from the view history).

Also on the project budget form, "workflow status" become approved and amount came to the total approved budget field. And also the Project workflow don't have more options like in the Purchase requisition or purchase order workflow.

Can you please guide me to achieve the workflow with two approvals.

Thanks in advance.

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André Arnaud de Cal... 299,327 Super User 2025 Season 2 on at

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RE: Workflow for project budget

Hi Imran,

Please tell more about your current workflow configuration. Probably you can add some screenshots?

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imran ul haq 4,005 on at

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RE: Workflow for project budget

Above is the screen shot of the workflow.

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imran ul haq 4,005 on at

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RE: Workflow for project budget

Hi All,

i have requirement in the project Budget workflow to include three users, initially i put three user and select the option "All approval" under "completion policy" tab of workflow form so when all the user approve the workflow then only the budget get approved.

But now i want the approval in sequence mean first it will go to user 1, when user 1 approve then it will go to user 2 and then to third. Currently it is going to all users at the same time of the submission.

Please guide

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imran ul haq 4,005 on at

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RE: Workflow for project budget

Any Suggestions

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Ludwig Reinhard Microsoft Employee on at

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RE: Workflow for project budget

Hi Imran,

I don't think that you can link two approval steps (boxes) in sequence. This does not seem to be supported by the standard application. What might be an alternative and an option that you can possibly take a look at is using only one approval step and combine it with an organizational hierarchy. If this does not fit your requirement you might probably change (adjust) something.

Please note that the project budget is not automatically transferred into the budget register form in the budgeting module. Maybe this is an alternative option to implement a 2-step workflow you might consider. Probably something like 1st approval step for setting up the budget in the project module and 2nd approval step for transferring the budget to the budgeting module?! Probably also take a look at this budget transfer function to assess whether it might help you for your process.

All the best,

Ludwig

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Muneeb 895 on at

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RE: Workflow for project budget

Hi Imran,

I was reviewing this issue and I have found the solution for the same.

You should have only 1 Approval. Inside that Approval, create 2 steps i.e. Step-1 for first Approver & Step-2 for second approver and likewise 3rd Approver.

Below Image for your reference:

I have tested this out for 3 steps(Each for 1 approver) inside 1 Approval.

And Delete the Second Approval.

This should fix the issue. Hope this answers your query.

-Muneeb

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imran ul haq 4,005 on at

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RE: Workflow for project budget

Thanks Mr. Muneeb, its working now exactly what i want, thank you once again.

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