Spending Plan Approval Process
As an FPU Administrator, you can manage the spending plan review and approval process. As the appropriate reviews and approvals are completed, you can update the status of the spending plan.
Spending Plan Approval Process
You can review the current status of the spending plan at the top of the screen. There is a status indicator that shows the current status and the next status.
From the list of FPP Approved projects, select which projects are included in the spending plan and which projects are included in the budget
Select the Submit for Board Review option to move the spending plan forward for review:
Once the Board reviews and approves the spending plan, select the Approve option to confirm Board Approval:
This moves the spending plan into the Board Approved status. The next step is to select the Start Budget Act Review option to indicate the Budget Act Review has begun:
This moves the spending plan into the In Budget Act Review status. Once the Budget Act Review is complete and the final spending plan is approved, select the Approve option to complete the spending plan approval process: