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Procedure documentationCreating an Approval

 

Before you can begin the approval process you must create an approval, for example, to determine decision makers.

Prerequisites

  • You created roles (see Creating a Role).

  • You opened a project for processing (see Opening a Project or Project Version).

  • The phase type of the relevant phase requires an approval (see Customizing for Project Management under Start of the navigation path Structure Next navigation step Define Phase Types End of the navigation path).

  • You selected a phase in the structure tree (see Structure Tree) of the project and are on the Approval tab.

Procedure

  1. Choose Create.

    The system offers you the required entry fields. The system automatically enters the approval version: You cannot change it.

  2. Enter a name for the approval and add a comment as required.

  3. Go to the Decision Maker tab and choose Add.

  4. Select the role you want to add as the decision maker.

    Note Note

    Note that you can only specify roles to which a person with a user name has been assigned as decision makers. You cannot specify an organization as the decision maker. The Decision Maker dropdown box contains all project participants who match these criteria.

    End of the note.

  5. Select a person as the Decision Maker.

    You can also assign the decision maker at a later date. However, you must have assigned a person by the time you want to begin the approval.

  6. Choose OK.

    The system enters the role and the assigned person as the decision maker. You can change the person at a later date.

  7. Add other decision makers, as required.

  8. Save your entries.

Result

The approval is created. Once all prerequisites have been met, you can begin the approval. For more information, see Beginning an Approval.