Streamlining Project and Opportunity Creation with Approval Flows

Overview

In this guide, you will learn:

• How to set up approval chains for project and opportunity creation.

• The process for initiating and taking action on approval requests.

• Why approval workflows are essential for governance and accountability.

Setting Up Approval Chains

Navigate to Settings

1. Go to Policies and Settings and select Approval Chain.

2. Choose either Project or Opportunity.

3. Click Create approval chain.
   
   

Enable Approvals

1. Check the box for:

   • "Does the Project creation require approval" or

   • "Does the Opportunity creation require approval."

Configure Approvers

1. Define the approval chain by specifying approvers based on roles or individual names.
   
   

Set Auto-Approval (Optional)

1. Enable Auto-Approval to automatically approve requests if no action is taken within a specified time frame.
   
   

Initiating Project or Opportunity Creation Requests

Once the approval flow is enabled:

1. When a user initiates a new project or opportunity, the system will automatically generate an approval request if required.

2. Navigate to the Projects or Opportunity section and select the option to create a new project or opportunity.

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

Taking Action on Requests

Viewing Pending Requests

1. Navigate to the Projects List within the Projects section.

2. Go to the Pending Requests tab to view and manage approval requests.

For opportunities, follow a similar path.

Approving or Rejecting Requests

1. Review pending requests based on their details.

2. Take appropriate action: Approve or Reject the request.
   
   

Tracking Request Status

1. 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.

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