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      Streamlining Project and Opportunity Creation with Approval Flows

      Ensure compliance, streamline processes, and improve decision-making


      Approval workflows for project and opportunity creation provide organizations with a structured system for maintaining control, governance, and consistency. By ensuring only authorized personnel can initiate new projects or opportunities, this feature helps streamline processes, enhance accountability, and ensure adherence to organizational standards. With approval history tracking, it also fosters transparency and reduces the chances of unapproved entries.

      TABLE OF CONTENTS


      1. Setting Up Approval Chains

      To activate approval workflows:

      1. Navigate to Settings:
        Go to Policies and Settings, then select Approval Chain. Choose either Project or Opportunity.







      2. Enable Approvals:
        Check the box for:

        • "Does the Project creation require approval" or
        • "Does the Opportunity creation require approval."

      3. Configure Approvers:
        Define the approval chain by specifying approvers based on roles or individual names.







      4. Set Auto-Approval (Optional):
        Enable Auto-Approval to automatically approve requests if no action is taken within a specified time frame.

      Upon completing these steps, the approval chain for Project or Opportunity creation will be set up.

       

      2. Initiating Project or Opportunity Creation Requests

      Once the approval flow is enabled:

      • When a user initiates a new project or opportunity, the system will automatically generate an approval request if required.
      • Navigate to the Projects or Opportunity section and select the option to create a new project/opportunity.






      This ensures that no project or opportunity bypasses the approval process.

       

      3. Taking Action on Requests

      Viewing Pending Requests

      • Navigate to the Projects List within the Projects section.
      • Go to the Pending Requests tab to view and manage approval requests.



      For opportunities, follow a similar path.

       

       

      Approving or Rejecting Requests

      • Review pending requests based on their details.
      • Take appropriate action: Approve or Reject the request.

      Tracking Request Status

      Monitor the status of all requests. The system provides clear visibility with statuses like:

      • Pending
      • Partially Approved
      • Approved

       

      Why Use Approval Workflows?

      Implementing approval workflows ensures that your organization:

      • Maintains a controlled environment for project and opportunity creation.
      • Reduces unauthorized activities.
      • Fosters transparency and accountability within teams.

       

      Learn More

      For further information on setting up and managing the Task Approval Workflow in Keka, please click here: Setting Up and Managing the Task Approval Workflow in Keka