If anyone can help me with this it would be greatly appreciated.
Due to our business requirements, we have to run the "PRC: Generate Financial Plan Amounts" program every week for 40-50 projects.
The issue with this is that after running this program we have to manually go into each project and approve the latest cost and revenue versions. Is there a program or an api that I can use to automatically approve these projects without going into each project and manually update them?
Thank you in advanced.
In the Projects setup you can find a check box that enable the use of Workflow for approving project budgets.
You can have that, and customize the budget workflow to approve and release the forecast version based on your company requirements.
I have found the setup. It is under Setup > Project Types > Project Status,Workflow tab.
My next question is the options I have for "Starting Project Status" is Pending, Submitted or Unapproved. There is no option for approved.
I found a way to approve the budget costs and revenues using the PA Budget workflow. In order to kick off this workflow I still have to submit the budget costs or revenue. Is there anyway I can by pass this submission process? Is there an api I can use to submit the latest budget costs so it will kick off the workflow?
I believe you can create a custom package which will schedule to run after your process "PRC: Generate Financial Plan Amounts" gets completed and launch PA budget workflow for each budget id where it will automatically approved.