Can you use group approval for a project?
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07-28-2023 07:25 AM
Within our company, we want to start working with project mgt in SPM.
Before a project goes from the planning phase to the execution phase it needs to pass one or more approval boards.
I did some research in nowcreate, product documentation of SNOW & the SNOW community and the only thing I found was that the idea is that once a demand is approved, there is no need to add approval steps to a project.
I don't agree on this but that's another discussion.…
So I’m looking for a way to make this happen in PPM in the most efficient way:
- I could create an action that is assigned to a member of this board. It’s picked up by the assignee under ‘My Work’. He/she approves or rejects and the result is shown in the action tab of the project.
Additional advantage: the action is nicely mentioned in the status report that a project lead is generating on regular basis. - A colleague however proposed to work with ‘group approval’. I tried it out creating an assignment group, creating a group approval with that assignment group, put the status on ‘requested’ but I can’t figure out what happens next once you push the submit button.
Can someone enlighten me on this? - Another efficient way of working that I haven’t discovered yet….
Could you help me please because I’m stuck for the moment.
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