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Review all learning requests on a Budget

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Written by Sunil Sharma

Each budget has a Requests page listing every learning request charged to it. Use it to see what's waiting, what's been approved and who decided each one.

Before you start

  • You need Admin or Manager access. Managers see only the budgets they own.

  • Admins can open any budget, but only its owners can approve or decline its requests.

Open a budget's requests

  1. In the sidebar, select Manage › Budgets, then select the budget's name. It opens in a new tab.

  2. Under Requests, select View All Requests.

The list opens filtered to Status: Pending, so you see what still needs a decision. Select Clear to see every request, including approved, declined and cancelled ones.

Act on a request

Open a row's three-dot menu:

  • View Details shows the costs, notes and documents in a side panel.

  • Approve and Decline appear only on pending requests, and only if you own the budget. They work as they do in the Inbox.

  • View History shows when the request was submitted and who decided it.

A pending request's menu on a budget's Requests page, showing View Details, Approve, Decline and View History

To decide several at once, tick the rows and use the bar at the bottom.

Good to know

  • Approve still shows when the balance is too low. Selecting it opens Not enough budget available, and nothing is approved.

  • Top-ups have their own row with a Top Up tag, showing only the additional amount.

  • Processed By shows who decided each request. Pending requests show Not processed.

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