Approval Process for "New Project Requests" 


This is an important feature for all organizations where new project request should follow formal approval process. Using the latest version of ZilicusPM, you can enable new project request approval process. The screenshot below shows how to enforce approval process for new project request.





New Project Request

Once above process is enabled, every time new project is created by any of your project manager, s/he will have to specify project approver as shown in screenshot below. You will notice, the project status remains 'Planning/Draft' until the project gets approved.






Whereas the approver will be notified through email about new project request. S/he can also see notification on his home page when s/he logs in to ZilicusPM. Project approver can click on the notification and review project information like budget, schedule, resources, estimated costs, risks, etc. It should be noted that project is still in Planning/Draft state.   






When project approver/reviewer is ready to take approval action, s/he can click on the Approve/Reject button shown in the screenshot below. Project reviewer can select one of the three approval/reject/need info choices and enter his/her comment.


In any case the moment project approver clicks on update button, project creator (requester) is informed via email.

  • If project reviewer decides to APPROVE project request, project creator (requester) can change project status from Planning to In Progress
  • If project reviewer decides to REJECTproject request, the project gets cancelled and no further action can be taken
  • If project reviewer is not happy with project information, s/he can respond with 'Need More Information Before Approval' and add his/her own comments seeking more information. In this case project approval still remains in 'Pending for Approval, and project status remains in 'Planning/Draft'. Upon receiving this notification, project creator (requester) can update necessary information and Re-submit project request for approval.






Project manager, higher up authorities and approvers can view project approval history, comments added (audit trail) as shown in screenshot below.





If you do not enable approval process in Admin tab, obviously new project requests get auto-approved and do not subject to formal approval process.