Draft Status
Newly created Business Cases typically begin in Draft status.
In Draft status, users can:
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Edit metadata
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Add line items
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Modify estimates
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Import additional data
Approval Process
Approving a Business Case
After completing estimates and reviews:
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Open the Business Case
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Review all cost items
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Click ellipsis menu and select Approve.
Approval impacts
Approved Business Cases:
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Become available for reporting
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Can be tracked against actuals
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Support dashboard analysis
Cancelling Business Cases
Business Cases can be cancelled if:
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Projects are discontinued
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Investments are postponed
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Planning assumptions change
Cancelling a Business Case
To cancel:
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Open the Business Case
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Click ellipsis menu and select the cancel action
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Confirm the cancellation