# Budget request workflow template

> Ask for extra budget, have finance analyse it and get a decision from the board.

Category: Finance. 4 steps, 15 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Explain what the money is for.

Fields:

- Department (text, required)
- Needed from (date)
- What is it for? (long text, required)
- Planned spending (table, required): Item, Type, Amount
- Total requested (calculated)
- Expected result (long text, required)

### 2. Finance analysis

Owner: A person or team you choose.

Finance checks the available budget and gives a recommendation.

Due in 3 days (business time).

Fields:

- Budget available in the area (amount)
- Recommendation (choice, required)
- Recommended amount (amount, required)
- Analysis (long text, required)

### 3. Board decision

Owner: A person or team you choose.

The board approves or rejects the request.

Approval: Approvers you choose.

Due in 5 days (business time).

Fields:

- Approved amount (amount, required)
- Notes (long text)

### 4. Release the budget

Owner: A person or team you choose.

Finance makes the budget available.

Due in 2 days (business time).

Fields:

- Cost center (text, required)
- Released on (date, required)
- Notes (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/budget-request