Approve Project

Depending on the business process used at your organization, projects may require approval before being started. If approval for a project is required, it may require more than one level of approval. Whether or not a particular project requires approval depends on the access rights of the individual initiating the request.

Visual indicators are used to identify approval state on both the Details page and in the Project List. If the project does not require approval, the column in the Project List Results will be blank and the approval area of the detail page will indicate approval is not required.

If approval is required, the current approval state will be listed in the approval area of the Details page, and the number of approvals required will be listed beneath the Approval header. Once the project has been approved, the date of approval and initials of the individual who approved will be listed in the Approval section of the Details page.

The Action button to the right of the Approval label on the Details page is used to approve or reject a project request. Clicking the Action button displays the Approval Action field.

• Approve — If authorization / approval is required, selecting Approve from the Action field will approve the project. It is not necessary to click Save after processing an approval; the approval takes effect automatically.

• Reject — If authorization / approval is required, selecting Reject from the Action field will reject approval of the project. It is not necessary to click Save after processing a rejection; the rejection takes effect automatically.