How to Create an Approval of a Project in Project Insight

The video outlines how to create an approval from the Approvals Home and select an existing project to be routed for approval

Transcript:

Today, I'm going to show you how to make an approval on a project in Project Insight. First, you're going to want to go to the home screen, navigate to your approvals menu, and click "Add Approval." Select "Existing Item" and then click "Project." Today, I'm going to be choosing a project called "Build This Thing." Click on the project you want to use. In a template, you can select that here, but I will skip that for right now.

Now you'll be brought to the approval addition screen. You'll need to fill in the name of the approval, the description for the approval, and the items to approve. In this case, it is the project "Build This Thing." The approval routing option "All Approvers Must Approve" means that all approvers selected must approve of this before it can go through. "Routed Sequentially" means that the approvers will be in order. To show this, I'll select this option and choose Adam De and Arthur Morgan as the approvers. You'll see that if this option is selected, there will be an order: Adam will approve first, and Arthur Morgan will approve second.

However, if I uncheck this option, the order will not matter. The due date is simply the date that the approval needs to be sent by. For the "Activate and Send Approval" option, if you uncheck this, the approval will be saved for later and will be listed as "Not Started." However, if you check this and save it, the approval will be listed as "Pending." So let's check that and save it.

Once in the approvals menu for pending approvals, it will have this yellow title box. From the approvals home menu, you can see all of your different approvals and their statuses.