6. Review and approve purchase requisitions

Assigned approvers review Budget Requests before the requested material usage is completed. This approval flow helps the team control how Budget Codes are used on a project.

You can review Budget Requests from Projects > a project > Budget.


In this article

Who can approve Budget Requests

Managers with Budget approval permission can approve Budget Requests.

All users with Budget access can see Budget Requests, but only assigned approvers see the Approve and Decline buttons.

External users cannot access the Budget tab.

Review a Budget Request

  1. Open Projects.
  2. Select a project.
  3. Open the Budget tab.
  4. Open the Budget Request.
  5. Review the request details.
  6. Check the approver, attachment, and request history tabs if needed.

A Budget Request can show:

  • Details
  • Approver
  • Attachment
  • Requests

Approve or decline a request

Assigned approvers can select:

  • Approve to approve the request.
  • Decline to reject the request.

After an approver approves or declines, GoBuid shows a confirmation message and disables the action button.

How multiple approvers work

A Budget Request is complete only after every assigned approver approves it.

If any approver declines the request, the entire request is rejected.

If the submitter edits the Budget Code, Qty, or Receipt Date, the approval flow restarts and the request must be approved again.

View request history

Pending requests appear in the request table by default. You can switch to History to view completed requests.

After all approvers approve a request, the request moves from the pending view to History.


Related Articles