Manage Budget Entry Approvals Versions and Security

Decentralized entry

Department managers and other budget owners can enter proposed amounts, descriptions, justifications, and background information in CloudBudget. These details remain associated with the budget line as it moves through review.

Approval process

CloudBudget and Salesforce approval capabilities can support sequential or conditional reviews. A five-level process may include department review, division review, finance review, senior management review, and final approval. The organization configures the actual levels, approvers, delegation rules, and resubmission process.

Versions and change history

Budget versions can represent original, working, submitted, reviewed, revised, and approved states. Salesforce change history records who changed tracked information and when. Administrators can also use reports to monitor approval status by department.

Security and controls

Role-based access and sharing rules control who may view or edit budget records. Validation rules and approvals can govern negative amounts, maximum amounts, locked periods, and changes to approved budgets. Limit mass changes used for reorganizations to authorized administrators, and validate them before final posting.