Requesting an Approval

In Sheila's company, planning is checked according to the 4-eyes principle. Sheila creates the marketing investments and enters the planned spents. After she has finished all edits, Sheila sends the planned spents for approval.

This process can also be used for forecasting.

  • The Approval function is activated in your instance. When activated colored bars are displayed on the left border of the line item's and placeholder's cells in the Plan and/or Forecast columns.

  • Finish all edits for the marketing investment. As soon as the marketing investment is in the state Pending, Approved or Denied, you cannot edit any attributes on the Details panel. However, missing entries can distort your analysis of the investment.

  1. On the Investments tab, locate the marketing investment and its spent for which you want to request an approval.

  2. Hover the colored bar at the left border.

    3. The bar is broadened.

  3. Click the bar.

  4. In the menu, click Send for Approval.

The spent is sent for approval. In the next step, an authorized colleague must decide on your request, see Deciding on a Request.