Concepts

Tasks

Settings

Sending Projects for Approval

Your site’s approval settings determine if projects require approval. When a project is sent for approval, the route selected is based on the project that is being approved. Each approval route for projects can identify the project or projects it can be used with. Alternatively, on the project itself, you can add the project to a new or existing route. Approval route selection is not based on the project’s GL account segment.

For approval purposes, the value of the project is determined as follows:

•	If the project does not have planned costs, the project’s estimated cost is used. The estimated cost includes the cost of the project’s sub-projects

•	If the project has planned costs, the project’s total planned cost is used. The planned costs used include the sub-projects’ planned costs

The system uses the project hierarchy to push the project’s approval status down to the sub-projects. When a project’s approval status changes to “sent for approval”, “approved”, “rejected”, or “redrafted”, the status is also applied to all of the project’s sub-projects. The project’s approval status is not applied to sub-projects that are being approved separately.

Project statuses are flexible. Depending on your site settings, certain actions (such as editing) might or might not be allowed when a project is waiting for approval, approved, or rejected.

This topic explains how to send a project to be approved. Before you send the project for approval, you might want to review the project’s approval settings. See Adding Projects to Approval Routes.

To Send a Project for Approval

1.	In the Project window, select the Project menu and then select Send for Approval. The Send for Approval dialog appears.

2.	If a default route has been selected for projects, it is displayed in the Approval route box. You can click the browse icon () to select another route.

3.	Enter a comment, if you wish. Requester comments are displayed in the site’s Approvers view, Requests tab, as well as in the Approval Request window in the Request Info tab.

4.

Select whether or not the approval request’s originator should be notified by email when the approval route is completed. Depending on the site’s settings, the originator might be either the project manager or the employee who is sending the approval request. The name of the person considered to be the originator is shown in this section.

To have APM automatically send an email to the originator when all approvers have reviewed the request, select Yes, send an email when the approval process is complete.

5.	Click Send for Approval. The project approval request is sent to the first approver on the approval route selected, and the project’s status is updated.