Workflow and Approvals

Use Project Insight to streamline your approval process, and capture project approvals electronically 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 documents, projects, tasks or any other item for approval
• Define routing sequence and whether approval is required
• Automatic alerts notify the next approver in the approval process
• Share posted comments on the approval item
• Save a template approval process for future use

View Tour: Approvals