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Budget Approvals

Review and approve budgets in Compass.

Accessing Approvals​

  1. Click Budget Estimator in the left sidebar
  2. Click Approvals

Approval Workflow​

Budgets can go through an approval process before being finalized.

Reviewing a Budget​

As a reviewer, you manage approvals through the Budget Approvals widget on the dashboard:

  1. Filter: Use tabs to switch between CapEx, OpEx, or Service Revenue requests.
  2. View Details: Click the Eye Icon to open the full budget view.
  3. Quick Action: Click the Check Circle Icon directly in the table row to approve (if you have permission).

Permissions & Logic​

  • Who can approve?
    • Internal Approvers: Users or Roles specifically named in the budget's Approval Settings.
  • Visibility: You will only see approve buttons for budgets where you are a designated approver.
  • Status: Budgets remain in WaitingForApproval until all required checks are met.

Approval Columns​

The approvals table provides key context:

  • Budget & Actual: Compare planned vs current spend.
  • Variance: See the difference between budget and actuals.
  • Created By: See who initiated the request.

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