Proposal overview

The chain

Proposal overview

One page per proposal: its papers in order, its budget, the budget papers drawn against it, and the ledger of movements.

For Requester Approver
Proposal overview screenshot

How to use this page

  1. 1 Open a proposal by its number from Proposals, Budgeting, or the dashboard; the address is /proposal/<uuid>.
  2. 2 Proposal papers lists the PAM → PEM chain (or the single Activity Proposal) with status and current approver; open any paper from here.
  3. 3 The Budget card shows the locked amount, what is committed, and what remains — or Unbudgeted when nothing was locked.
  4. 4 Budget papers (PR → PO) lists every chain drawn against this proposal; New PR starts another while budget remains.
  5. 5 Budget movement is the envelope ledger: commitments when a PO is approved, reversals when one is voided.

Who can change the budget

  • The requester of the proposal or an administrator can set the budget from this page while nothing has drawn on it.
  • PEM approval locks the envelope; after that only approvals and voids move it.