Concepts

Tasks

Settings

Setting up Project Approvals

The approval process allows APM users to send projects for approval and designated approvers to review the projects and then approve, reject, or forward them. Before you can begin using the approval functionality, you must specify that projects require approval in the site’s approval settings. As well, you must properly configure the project stauses. For the suggested setting for the approved status, see Capital and Operational Project Management.

Projects in a hierarchy can be approved separately or inherit their approval status from a higher level project. For more information about the project approval process, see Capital and Operational Project Management.

You must also set up an approval route and designate approvers. You can select a default approval route for projects. For more information, see Document Approvals.

To Turn on Project Approvals

1.	On the site window, select the Approvals view, Settings tab and node. Select the Projects tab.

2.	Click Edit to modify the site settings. The Edit button is replaced by the Save button.

3.	Select Projects to activate project approvals.

4.	Select the approval basis option:

Setting Name

Description

Approval basis

Indicates the value for which approval is required. The options are: • Value of the project – approval is based on the total value of the document • Change since previous request – approval is based on the net change in the value of the document. For example, if the document was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference

5.	Click Save.