What email notifications are sent for Approval Workflows in Portfolio Financials?
Answer
Email notifications are sent out to different users during the approval workflow process. Click a link to view the email matrix for the following approval types:
Tender Approval
Note: Any user who has 'Full Access' to the project and is a 'Building Admin' will receive notifications of tender approvals.
Access Level | All Approval Users | Next User on Approval | Tender Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
---|---|---|---|---|---|---|
Approval Request | ||||||
Fully Approved | ||||||
Rejected | ||||||
Cancelled | ||||||
Reminder Email |
Contract Approval
Note: Any user who has 'Full Access' to the project and is a 'Building Admin' will receive notifications for contract approvals.
Access Level | All Approval Users | Next User on Approval | Tender Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
---|---|---|---|---|---|---|
Approval Request | ||||||
Fully Approved | ||||||
Rejected | ||||||
Cancelled | ||||||
Reminder Email |
Variation Approval
Access Level | All Approval Users | Next User on Approval | Tender Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
---|---|---|---|---|---|---|
Approval Request | ||||||
Fully Approved | ||||||
Rejected | ||||||
Cancelled | ||||||
Reminder Email |
Progress Claim Approval
Access Level | All Approval Users | Next User on Approval | Tender Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
---|---|---|---|---|---|---|
Approval Request | ||||||
Fully Approved | ||||||
Rejected | ||||||
Cancelled | ||||||
Reminder Email |
Budget Approval
Access Level | All Approval Users | Next User on Approval | Tender Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
---|---|---|---|---|---|---|
Approval Request | ||||||
Fully Approved | ||||||
Rejected | ||||||
Cancelled | ||||||
Reminder Email |