My customer wants to have an approval process while closing the project

[NarendraV]

Hello Everyone, 

When a project Manager plans to close the project, my customer wants to have an approval process in place before closing the project.

Would like to check is there any OOB configuration which can help us in achieving this.

when I looked at the Project state, it does have Open, Pending, WIP and different closed states. if I wanted to achieve the functionality, do I need to create a new status something like review, in this case approval mail will trigger, once approved it will be moved to close.

now sure the impact of adding new state to the process.

Thanks,

Vc

[Uncle Rob]

Messing with Project states is significantly more risky than other task types.  I'd avoid.
I'd sooner make a checkbox:  Request to Close
If that gets set to True, have a flow manage the approval process, and autoclose once approval is given.

[NarendraV]

Thanks, Rob for the insight...

[shiwan_agrawal]

Hi @NarendraV 

By default, a project gets closed when all of the tasks of the projects are in closed state. If you would like to have an approval process, you can keep a task (Ex: Send for project closure) and when the state changes to "Work In Progress", a flow should trigger to the approver. On approval, you can set the state of the task as "Closed Complete".

NOTE: This would only work when there are no active tasks so you may want to take care of the scenario while building your workflow.

In this way, you can keep the OOTB behaviour intact and have an automation in place to fulfil your requirement.

If this answers your question, request you mark this as "Accepted Solution".

 Thanks,

Shiwan Agrawal