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Performing Modifications

Users can perform a modification on open submissions in Approved status using the steps outlined on this topic.

Note: If you add a new investment type amount or year distribution, the application checks the other submissions assigned to the same master agreements in Nakisa Lease Administration to avoid duplicates. If there is already an active budget assigned to the master agreement with amounts for that investment type and year, you are blocked from performing this modification. In order to perform the modification, you must first remove, archive, or reject any conflicting submissions.

To perform a modification:

Click Main Menu > Submissions and use one of the following options:
- On the Submission Summary page, navigate to the required submission and click Context Menu > Create Modification.
- Alternatively, open the required submission and click Context Menu > Create Modification
The modification draft is created with a yellow header and the original submission transitions to "Modification" status.
Update the submission fields as required.
If the modification draft needs to be deleted at any point, click Context Menu > Delete.
Note that modification drafts can also be deleted on the Modification summary page, or through the context menu of the master submission.
Approve the modification. Note that modifications and submissions use the same approval workflow.
The modification draft is automatically merged back to the master version and the submission status changes back to "Approved".