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Administrator Guide
Last Updated: 2023-06-23
Steps: Approve Projects

Steps: Approve Projects

You can require project approvals from individuals and groups in your company. You can also:
  • Set up approval groups and rules to automate the process.
  • Send and monitor approval requests before project completion.
  • Retract approval requests.
  • Record approval details.
  2. Access
    Approvals
    Project Approval Flows
     from
    Settings
    .
    Create rules to define criteria for who approves projects in your approval phases.
    Approval groups in:
    • A single phase receive approval requests simultaneously.
    • Consecutive phases receive requests sequentially.
  3. From a project, click
    Preview
    .
    Preview the approvers for the project before sending for review.
  4. Set the
    Project Status
     to
    Send for Approval
    .
Strategic Sourcing sends email notifications and project details to approval groups.
Use the
Approvals
 section on your project to manage the status of approvals.