Budget Approvals

With budget approvals you have a ticket's estimated budget confirmed by someone else before work begins. The request, the decision and the budget in question are fully logged.

Good to know: Budget approval is separate from the backlog approval. The backlog approval moves a ticket from Backlog to Todo. The budget approval only confirms the estimated budget — the two exist independently, side by side.

Where to find it

Open a ticket and switch to the Properties tab. Right below the Estimated field you'll find the Budget approval block, showing the current status and the available actions.

Requesting an approval

1. Add an estimate to the ticket (the "Estimated" field). Without an estimate there's no budget to approve — the block gently points this out.
2. Click Request approval.
3. In the dialog, choose who should approve. The options are the members of the board (team members and customers).
4. Optionally add a short note.
5. Click Request.

The ticket now shows the Awaiting budget approval status. The selected person receives a notification and an email.

Approving or rejecting

The Budget approval block shows Approve and Reject buttons to eligible users.

• The assigned person receives the direct notification.
• Any member of the board can approve or reject, however — team member or customer. That keeps your team moving even when the assigned person is unavailable.

After the decision, the person who requested the approval is automatically informed by notification and email.

Withdrawing a request

If you requested an approval yourself and no longer need it, click Withdraw in the block. Only the requester can withdraw their own pending request.

Status at a glance

The current status is shown as a badge:

Audit trail & activity

Every request and decision is recorded:

• In the history right inside the budget approval block — with status, budget, person and date.
• In the ticket's activity log under the Approvals filter (alongside status changes, comments and commits).

So you can always trace who approved which budget, and when.

For customers: dashboard

When a ticket is waiting for a budget approval, customers see it right on their dashboard next to the request — labelled Awaiting budget approval. After the decision the label switches accordingly.

Common notes

• One open request per ticket: While an approval is pending you can't request a second one. Withdraw the open one first or wait for the decision.
• New budget? If the estimate changes later, you can request another approval after a decision (Request again).
• Permission: Requesting, approving and rejecting require permission to edit tickets and access to the board.