Approvals

Streamline your approval process by capturing and centralizing all approvals, complete with comments and sign off.

Approvals Home
  • Approve workflows, project requests, documents, projects, tasks or other items
  • Define approval routing sequences and whether an approval is required
  • Notify the next approver with automatic alerts
  • Save approval processes as templates for future use
  • See open approvals, things you need to approve, recent approvals, and drafts all on Approvals home
  • Report on approvals across all projects or by approver
  • Indicate approval status by color
  • Use a preview feature to see approvals at a high-level
  • Integrate with 3rd-party markup tools
  • See comments on approval display
Approval Display
Approvals Home
Handle approvals easily from the PI Mobile App

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