Creating approver templates


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

To create a new approver template

  1. In the Administration navigation pane, select Project Portfolios - Approver Templates.
    The Manage Approver Templates window appears.
  2. Click New.
    The New Approver Template window appears.
  3. In the Name field, specify a name for the approver template.
  4. In the Approvers field, select the users that required to approve a project.
  5. In the Description field, specify a descriptive text.
  6. From the Status list, select the template status.
  7. 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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BMC IT Business Management Suite 8.1