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Before requesting a resource for a Pre-Sales project, the Project Manager/Work Manager/Delivery Manager is required to obtain budget approval for the engagement in DCP. The steps are as follows-
- Click on the checkbox to the left of the PID (#1 below) in DCP, and then click on the icon for submitting Pre-Sales budget approval (#2 below)
- In the overlay screen that comes up, enter all the required details of the request including an approver from the drop-down list (#3), and click on the Submit button (#4). The approver list is based on an approval matrix in accordance with Pre-Sales budget amount selected.
- The status of the Pre-Sales budget approval request turns to 'Submitted'.
- The request is routed to the approver selected at the time of submission.
- The designated approver receives an email to approve the request by clicking on a link at the bottom left corner of the email body.
- If the approver approves the request, the status of the Pre-Sales budget request turns to 'Approved'.
- The presales budget approver matrix is as follows-
| Amount Range | Approver | Level |
| Upto 25K |
Supervisor of Delivery Manager (DM) |
Level 1 |
| > 25K and Upto 110K |
Supervisor of Level 1 |
Level 2, i.e. 2nd Level Supervisor of DM |
| >100K and Upto 250K | Supervisor of Level 2 | Level 3 (i.e. 3rd Level Supervisor of DM |
| >250K | Supervisor of Level 3 | Level 4 (i.e. 4th Level Supervisor of DM |
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