APPROVALS

Leverage Project Insight to streamline your approval process by capturing and centralizing 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.

Create Approval Request
  • Route workflows, 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
  • Save a template approval process for future use
Comment on Approvals
Collaborate on approvals by posting comments on the approval item.
Approval Report
Report on all approvals in the portfolio.
View approvals you have requested, and approvals sent to you right from your dashboard.
Approvals on Dashboard
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