Creating approver templates
You can create approver templates to associate with project lifecycle templates or with individual projects.
To create a new approver template
- In the Administration navigation pane, select Project Portfolios - Approver Templates.
The Manage Approver Templates window appears. - Click New.
The New Approver Template window appears. - In the Name field, specify a name for the approver template.
- In the Approvers field, select the users that required to approve a project.
- In the Description field, specify a descriptive text.
- From the Status list, select the template status.
- Click Save.
The Approver Template Details window appears for the template you created.
In this window, you can edit the template details or create a copy of the approver template.
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