How do I set up a process and reporting for project approvals?
It is recommended to set up approval comment types so when setting approvals they will be "tagged" with the appropriate type. This is helpful if there is back and forth on an approval to help the reader understand what topic the comments are about. For example you may have approval comment types of "Request for additional Info", "Question", "Answer", etc. For information on how to set these comment types up as a Project Insight Administrator, see Comment Types.
The project must be in the items list within the Approval Request form. The project can be added to this list within the approval request manually, or it is automatically included when the approval request is added from the Project Summary page.
1. From the My Reports menu, select either the "Create New Project Report " or any "General Project Reports" from the menu.
2. In the "Report Filter Options -> Table Column Selection Options", select the column "Project Approval Request(s)" and move it to the "Selected Columns" box in the desired location. Also set the text to wrap (recommended).