Setting up projects
Approval Centre
Everything waiting for your approval in one list (offers, awards, gates, budget increases, submittal reviews and purchase orders), approved or rejected from the same screen.
2 min readLast updated
In this article
The Approval Centre lists every request that is waiting for you on an approval route, whatever the record: offers, awards, the project gates (Go / No-Go, baseline, long-lead orders), budget increases, submittal reviews and purchase orders. Leave, loans, expenses and permissions keep their own approval screens in HR.
Open it
Go to Projects > Approval Centre. Each row shows the Type, the Item (with a link to open it), the Step it is on, how long it has been Waiting since, and the Amount when there is one. Filter by type to work through one kind at a time.
Approve or reject
Open the item if you want to check it first.
Select Approve, or Reject and give a reason. The person who submitted it is told.
When a route has more steps, the request moves to the next one and its approvers are told. You never see your own requests here.
Escalated requests
A route can remind its approvers after some hours and then escalate the request to another role, for example the General Manager. Both the reminder and the escalation are sent as notifications. An escalated request shows the Escalated badge; anyone holding the escalation role can then decide it.
Common questions
Why is a request missing? It waits for someone else (another role, or the project manager of that project), or you submitted it yourself. Ask an administrator to check the route in Approval routes.
Can I approve from my phone? Yes. The Executive app shows these requests under Other approvals; offers, awards and purchase orders keep their own lists there.