Send a Project for Approval
Meet any of these requirements to send a project for approval:
- Stakeholders with Read/Write permission
- Sourcing owners
Meet any of these requirements to edit the approval workflow:
- Company admins with Read/Write permission
- Department admins with Read/Write permission
- Sourcing managers with Read/Write permission
- The sourcing owner of the project
You can:
- Add ad hoc approvers, if enabled by a company admin.
- Send and monitor approval requests before project completion.
- Retract approval requests.
- Record approval details.
Company admins set up approval flows in your company settings. When a project meets the requirements for an approval flow, Strategic Sourcing adds that flow to the
Project Approvals
tab where you can preview the flow. A project can be assigned more than 1 approval flow. When a project has multiple approval flows, all flows must be completed before the project moves to the Approved
status.When an approver is in multiple approval flows or multiple phases of 1 flow, they only have to approve the project once.
- Access the project you want to send for approval in yourPipeline.
- (Optional) To add ad hoc approvers, select theProject Approvalstab.
- ClickPreview Approval Flow.
- ClickEdit Flow.
- Enter a reason for the approval flow change.
- ClickAdd Approverto in the phase where you want to add an ad hoc approver.When an approval group requires all approvers to approve, you can reorder the approvers.You can’t remove approvers from the existing approval group.
- ClickApply and Sendto save the changes. Strategic Sourcing changes the project status toOut for Approval.
- To send a project for approval, selectSend for Approvalfrom theProject Statusprompt.
Approvers in the first phase receive notifications to review the project and submit a decision.
Monitor the approval process in the
Project Approvals
tab.