What is the purpose of Approval field in Project?

[sonu kaushik]

We approve a demand and then kick-off a project. A project does not get approved.  However I see a field called Approval  & Approval set for project.  The value always remain Not yet requested & empty.  What are these fields used for?

[Alok Das · Accepted solution]

Hi Sonu,

The 'Approval' and 'Approval Set' fields are the OOB fields on the task table.

It's available on project table because 'pm_project' table extends 'planned_task' table and 'planned_task' extends 'task' table. So by inheriting the fields of parent table Project table has these two fields.

Approval: This fields reflects the status of approval generated for the record.

Approval Set: This field is used to set the date/time when the Approval was approved.

Since, you are not having any approval on Project table so you can ignore this fields.

Kindly mark my answer as Correct and Helpful based on the Impact.

Regards,

Alok

[Dhiren Aghera]

Your understanding is correct, a project is created only after the demand is approved. As such there is no approval process once the project is created. As mentioned by Alok as project table is extended you are able to see the fields.

However if you look at the SDLC you may need approvals for change requests.

[Swapnil Soni1]

Hi Sonu,

The Demand Management module is designed for the approval process of what will become a PRJ. You could also do several manual dropdown fields for approvals (e.g. ranking state, budgeting state, approval state, FY prioritization etc.) on the Project form if you aren't ready to start using Demand. Slides 19 & 23 of this presentation from a couple years ago are some sample criteria I've used in the past before using the Demand module. With these, you can create a prioritization report that you can have columns for different justification criteria etc that you can provide prior to a prioritization meeting & bring to prioritization meetings or you can just pull them up live in the meetings. You could pull up a Visual Task Board with the PRJ cards arranged in columns by approval state, so it's easy for you to review all the cards in the "Not yet reviewed" state (for example), review the project, and drag and drop into another column (for example a "Top priority" column, "Second Priority" column, etc.). This is all assuming you will be prioritizing PRJ's as opposed to prioritizing stories.

Hope this helps. Mark correct or helpful.

Thanks

Swapnil

[sonu kaushik]

Thanks for the explanation Swapnil. Appreciate your response. I am still learning sn and this helps with detailed understanding.