Library · Travel & housing – process groups
FIN · Budget, Controlling & Approvals
Approval limits, budget commitments, target vs. actual.
11 processes
Overview
Who it's for
Teams that organize travel and housing for many people
You need
Master data of travelers and a schedule
You get
11 documented workflows with trigger, automation level, and priority
| ID | Process | Trigger | Autom. | Prio |
|---|---|---|---|---|
FIN-010 | Set up travel/housing budget | Calculation phase or schedule draft v1 | ASSIST | Do first |
FIN-020 | Create cost forecast per work block | New demand plan version or `{{FORECAST_INTERVALL}}` | VOLL | Do first |
FIN-030 | Configure approval workflow and approval limits | Project start or change of budget structure | HITL | Do first |
FIN-040 | Obtain individual approval above limit | Transaction value exceeds configured limit | HITL | Do first |
FIN-050 | Post and assign cost center/cost object | Booking or receipt created | VOLL | Do first |
FIN-060 | Create order/contract with service provider | Approval granted and service provider selected | VOLL | Later |
FIN-070 | Perform target-actual comparison travel/housing | Weekly or work block closing | VOLL | Do first |
FIN-080 | Analyze deviation and take countermeasures | Deviation > `{{ABWEICHUNG_ALARM_PROZENT}}` | ASSIST | Do first |
FIN-090 | Handle advance payment and cash process | Advance payment request or cash need at work site | HITL | Later |
FIN-100 | Check invoices from accommodations and travel service providers | Invoice received | ASSIST | Do first |
FIN-110 | Reporting to project management, client, and funder | Reporting date or project milestone | VOLL | Later |