Configuring approver templates

If your project lifecycle requires approval at a specific phase of the project, the approval is provided by a user or set of users that you designate as approvers. Often multiple projects have the same set of approvers. In such cases, it is useful to create approver templates with a specified set of users that can be used repeatedly for multiple projects. Additionally if you need to replace or add an approver, you can update an approver template and the updated template is then available for all projects that need the updated set of approvers.

You can create approver templates to associate with project lifecycle templates or with individual projects.

When you associate an approver template for a project lifecycle template, the default set of users from the approver template are used in all projects that use this lifecycle template. You can associate an approver template to a project lifecycle template in the following ways:

  • You can specify the approver templates while creating a new project lifecycle template.
  • You can specify the approver template in the lifecycle tasks.

When you associate an approver template for an individual project, the default set of approvers from the approver template are used only for that project.

To configure approval templates, you can:

  • Create new approver templates. You can also create a copy of an existing template to create a new template.
  • Edit an approver template to add, remove or replace any user that needs to be an approver of a project.

 

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