A budget, milestone, baseline or contract change is approved
Who is involved
| Role | What they do |
|---|---|
| Project manager | Opens the approval request. |
| HR manager | Decides requests when granted that right. |
| Manager | Decides requests when granted that right. |
Step by step
- Project manager
Opens the project's Approvals tab and raises a request for a budget, milestone, baseline or contract, with notes.
What they see:The request shows as pending.
- HR manager
Is alerted and opens the Approvals tab.
What they see:The pending request is listed with its kind and notes.
- HR manager
Approves or rejects with a comment.
What they see:The request moves to approved or rejected and cannot be changed.
- Project manager
Reads the decision alert.
What they see:Sees the outcome and comment.
Who is told what
When the project's alerts are on, everyone who may decide and the person who opened the request are alerted about the new request and its outcome. Requests are single-step: the first decision settles it.