8

New Project Approval Request

An automated Approval Request will be sent to a designated person when a new row (project) has been added.
Hover over each step to view a walk-through
A
Modify the approval by going to Automation and selecting Manage Workflows in the dropdown menu. Then double-click on the workflow to open the editor window.
B
Verify that the Approval should go to the Project Sponsor (Collected in the Intake Form).
C
Customize the Subject and Message at the Request Level and for the Alert Levels.
D
In the Advanced Options select the appropriate Column Data that should be included in each Alert.
Learn More:
Alerts and Reminders