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Procore Support (en-au)

What email notifications are sent for Approval Workflows in Portfolio Financials?

 Note

This information applies to accounts with Procore's Portfolio Financials product with Approvals enabled for the account. See Self-Serve Approval Workflows.

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:

Bid Approval    

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Rejected icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Canceled icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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Contract Approval    

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Rejected icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Canceled icon-permissions-access-check.png   icon-permissions-access-check.png     icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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Change Order Approval    

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png     icon-permissions-access-check.png   icon-permissions-access-check.png
Rejected icon-permissions-access-check.png     icon-permissions-access-check.png   icon-permissions-access-check.png
Canceled icon-permissions-access-check.png     icon-permissions-access-check.png   icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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Invoice Approval    

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png       icon-permissions-access-check.png icon-permissions-access-check.png
Rejected icon-permissions-access-check.png       icon-permissions-access-check.png icon-permissions-access-check.png
Canceled icon-permissions-access-check.png       icon-permissions-access-check.png icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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Budget Approval    

 

Access Level All Approval Users Next User on Approval Bid Room Team Contract "Decision Makers" Access to Contract Approval Sender
Approval Request   icon-permissions-access-check.png        
Fully Approved icon-permissions-access-check.png         icon-permissions-access-check.png
Rejected icon-permissions-access-check.png         icon-permissions-access-check.png
Canceled icon-permissions-access-check.png         icon-permissions-access-check.png
Reminder Email   icon-permissions-access-check.png        

 


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