Workflow and Approvals

Leverage Project Insight to streamline your approval process, and capture and centralize all approvals, complete with comments and sign off. Know exactly where an item is in the approval process, who has viewed it, approved or denied it, and why. Project Insight displays all requests for approval clearly on an approver's portal page in real-time.

• Route project requests, documents, projects, tasks or other item for approval
• Define routing sequence and whether approval is required
• Automatic alerts notify the next approver in the approval process
• Collaborate on approvals by posting comments on the approval item
• Save a template approval process for future use
• Report on all approvals in the portfolio