Financial Update Workflow
Portfolio managers can run cost update campaigns for one or more applications in their portfolios. The workflow described below can also be run for all portfolios.
Note that the Financial Controllers must be correctly specified in the applications for the workflow to run correctly.
When the campaign is launched, an e-mail is sent to the relevant Financial Controllers. It includes the following information:
• List of applications to be updated
• End date of the update campaign (which is set at the end of the month following the date of the request. For example: if the request is made on September 21, 2021, the end date of the campaign will be October 31, 2021).
The applications to be updated appear in the Controller's Task List. A reminder is automatically sent by email fifteen days before the campaign end date.