Beginning an Approval

You created an approval and entered a decision maker (see Creating an Approval).
You opened a project for editing (see Opening a Project or Project Version) and are on the Approval tab.
The phase to which the approval belongs has the status Released and all approval-relevant tasks and checklist items have been completed or finished (see Confirming Tasks and Confirming Checklist Items).

In the structure tree (see Structure Tree) navigate to the phase you want to approve.
Choose Begin Approval.
The system starts the approval process:
- It creates an approval document containing all phase-relevant data.
- The approval appears on the Approvals screen for the decision makers. The decision makers can grant or reject the individual approval. For more information, see Granting or Rejecting Individual Approvals.
- The phase receives the status For Approval.