This lesson describes:
• How to use the built-in workflows or create a custom workflow in the Workflows and Forms app
• How to send scenarios to reviewers for feedback
• The Scenario Approval process
• How the approved budget row is populated with the approved dates and costs on the cash flow page.

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You selected projects and analyzed budgets. Now it's time to send your scenarios to stakeholders for review, either to narrow down the choices or approve one for the current budget plan year. 

    
1 Built-in workflows and Custom workflow.
Use either the built-in workflows or create a custom workflow in the Workflows and Forms app. The built-in workflows automatically route scenarios to users assigned as reviewers and approvers for the portfolio. The custom workflows are assigned to the workflow for each routing option. If none are assigned, the built-in workflows are used. 

2. Scenarios Review process
Let's say you have one or two scenarios you believe are good for the budget plan, but you want some feedback before sending for approval. Add a comment to the scenarios to begin a discussion.
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Select Send for Review. The scenario status changes to Under Review. Reviewers receive notification about the scenarios, including a link to the Scenario Comparison page where they analyze data, compare scenarios, and give feedback via the Discussions window.
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Review the comments and decide if more adjustments are needed. 

3. Scenario Approval process.
Click Approve to set the scenario as the budget plan for the planning period or start the approval process. The scenario approval process is similar to the review process. Approvers receive a notification and are routed to the Budget Planning page, where they add a comment on the scenario. If all are in agreement, the scenario can be set to approved.
When the scenario is approved as the budget plan, a comment is automatically added to each project stating the proposed budget is approved. 

4. Cash Flow page.
Let's look at the Cash Flow page. For each project in the plan, the approved budget row is populated with the approved dates and costs.
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