Overview

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This article covers how to Approve and Push a Commitment on Task 7.3 Enter Commitment Details, which is the fourth step of processing a Commitment record in the Resource Commitment Tracking Tool (RCTT)

• The following steps are for users of Excel Smart View
• How to Approve and Push a Commitment in EPBCS via the EPBCS web application is a separate article

Critical Concepts

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• You will not be able to Approve and Push a Commitment until all required fields have been completed
• The Approve and Push Commitment action does not initiate any workflow for the individual designated in the CT Approved By field - there is no approval workflow built into the RCTT
• The Approve and Push Commitment action formally liens the Destination side of the Commitment in the RCTT
• Pushing a Commitment generates the Transfer In Commitment record, which is viewable by the destination if they have access to the RCTT and is viewable by the source if the destination falls within their security rights

Steps to Take

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Procedure A

1. Open Excel workbook and connect to EPBCS Planning environment
   
2. Login using Single Sign-On
3. Navigate to Task 7.2 Enter Basic Commitment Data
4. With Task 7.2 form open in the sheet, search for the relevant CTID by using the Ctrl + F key combination
5. Click the Find All or Find Next buttons until you navigate to the correct Base Commitment or Reclass Commitment record
   
   
   
   Note:
   
   • From the POV, you may change the Financial Unit selection to the Financial Unit you are working on in order to narrow down the results in the form
   • Likewise, if you are unable to find the CTID you are looking for, make sure your Financial Unit selection is broad enough
   • You are able to select a single Financial Unit or a parent level member of the Financial Unit hierarchy
     
     
     
     
6. Right-click on any cells within Column A-G of the active commitment row
7. Select Smart View located at the bottom of the pop-up window to generate the Action Menu, and select one of the Details Time Horizon views
   
   
   
   
8. This selection will generate a new sheet for Task 7.3 Enter Commitment Details, where you can enter additional information and take action on your Commitment
9. Once all required fields are completed and you have reviewed your Commitment calculation, right-click on any blue cells within Column A
10. Select Smart View located at the bottom of the pop-up window to generate the Action Menu, and select Approve and Push Commitment
    
    
    
    
11. A window will appear indicating that the business rule is running and will display as successful once completed
    
    
    
    
    
    • If you receive an error message, verify that your Destination Project belongs to the selected Destination Financial Unit
      
      
      
      
12. Your Commitment record should now show three indicators that your Commitment was successfully approved:
    
    • CT Pushed will display "Yes"
    • CT Approved Date and CT Push Date Out will display the current date
      
      

Note:

• Best practice is to use Steps #1-10 above to Approve and Push a Commitment
• If your security rights allow you to view the destination side of the Commitment (i.e., if the destination is within your unit of the hierarchy or below), you can further verify the Commitment was pushed by looking for the Transfer In Commitment record under the same CTID on Task 7.2 Enter Basic Commitment Data
• When searching for the record, make sure you have an appropriate Financial Unit member selected in the POV, tied to the Destination Financial Unit