Approval Add-On

The video explains the configuration options available for the Approval Request Add-On.

Transcript:

Today, I am going to explain the approvals configuration options in Project Insight.

The first option enables tasks to automatically be marked as complete when an approval on a task is approved. This means that if a task is not complete and is approved, that task will be automatically marked as complete.

The second option enables invoice records to automatically be locked when an approval on an invoice record is approved. This means that if an invoice record is approved, that invoice record will be locked for modification.

The third option enables approvals to include multiple items. This means that an approval can have multiple items. Without this option checked, you could only have one project in the approval. However, if this option is checked, you can have multiple projects in that one approval.

The "Activate and Send" option, when checked on by default, means that the activate and send option on the approval is enabled by default. This option, when you click save, will send the approval out. If you plan to save a lot of approvals for later, we recommend that this option be unchecked.

The "Enable Linking Items" option allows you to link approvals to other item types, like issues or tasks. The "Items Allowed" option designates which items are allowed for approvals to be made on, and the "Approval Item Types Allowed on Report" selects which approval item types are allowed as columns on a report.