1. Digital Asset Management
  2. Process
  3. Cost approval
Process · Cost approval

Cost approval

Review a draft project cost against its project and amount.

Step by step

  1. Plan the project Content Manager

    The Content Manager records the project budget and owner.

    • Provide the budget and owner context
    • Updates Projects
  2. Review project costs Finance Manager

    The Finance Manager checks a draft cost's linked project, category, amount and date, then approves an eligible entry.

    • Validate the link and amount and move an eligible draft to approved
    • Updates Project costs, Projects
    ApprovalA person approves before the work moves on.
Content Manager
Supplies project context; Finance Manager makes the cost decision; Admin maintains access and reference people.

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Start free, then use Proto to change fields, steps and approvals before your team goes live.

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