Viewing Approval Requirements

You can view the approvals required in various states for an object.

Before you begin:

See About Approvals for details on what types of approval requirements you could see on this page.

  1. View the Categories menu for the needed object by searching for it or using drilling down using the links from the DS button.

  2. From the item's Categories menu, click Approvals.



    For each approval requirement, this page lists these details:

    State. The lifecycle state that requires approval.

    Route. The name of the route, or Lifecycle (if the approval is required by the Lifecycle and not a route).

    Signature. For lifecycle approvals, the role required to approve.

    Signer. For route tasks, the name of the person who approved or needs to approve the task.

    Status. The approval status.

    Description. A comment entered by the approver.

    For example, a policy could have a signature requirement for promotion from the Create and Review states and the item has 2 blocking routes. This page would list the 4 approval requirements, with a line for each required approval. The project policy shipped with Program Central does not contain signature requirements. This is an only an example of how your system could be set up.

    As another example, the policy for a WBS task has no signature requirements but could have a blocking route with 3 tasks. The route name is listed under the Route column and the task assignees are listed in the Signer column. The comments entered by the assignees as they completed their task are listed in the Description column.

    The Lifecycle page also shows the blocking routes for an item. For more information about the Lifecycle page, see the Application Exchange Framework User's Guide.