Budget Approval Request

Budget Approval Request — Form Fields

This finance template includes 9 fields. Department managers submit budget requests for projects or operational needs through this form. Finance and leadership use it to evaluate, prioritize, and approve spending proposals. Free to customize and use on ZenBuild.

• Requesting Manager Name (text, required)
• Department / Cost Center (text, required)
• Project or Initiative Name (text, required)
• Budget Type (dropdown selection, required) — options: Capital Expenditure (CapEx), Operating Expenditure (OpEx), Project Budget, Headcount / Hiring
• Requested Amount (USD) (number, required)
• Required By (Date) (text, required)
• Priority Level (multiple choice, required) — options: Critical – Operations at Risk, High – Significant Business Impact, Medium – Planned Initiative, Low – Nice to Have
• Business Justification (long text, required)
• Supporting Documentation (optional) (file upload, optional)