You can enable plan approval for any project type in the Administration > Project Types workspace. Then you can publish a project plan of this type only after the approver accepts it.
начало внимание
Only users included in the Administrators group can configure plan approval.
конец внимание
Select the project type and enable the option in the Project Plan Approval column. For basic type projects, select the Projects row.
To specify the approval settings in the selected row, click Setp Up and in the opened window:
- Select the user responsible for plan approval.
- Specify the plan approval process. By default, the Project plan approval system process linked with the Project Plan app is specified. You can click on its name to replace it with a different process, for example, a custom one that you have created.
- If a custom process is selected, specify the context variables that will store:
- The version of the project plan sent for approval.
- The user selected to be responsible for approving the plan.
The context variables of the Project plan approval system process are specified in the default settings.
начало внимание
If you want to disable approval for a project type, first make sure that there are no instances of the project plan approval processes running. The execution of such instances must be interrupted..
конец внимание
Create a project plan approval process
The system administrator can configure a custom plan approval process. This allows you to use the approval rules accepted in your company.
To set up approval, use the Approve Project Plan and Publish Project Plan activities in the business process.
When the process is ready, link it with the Project Plan app and specify it in the plan approval settings.