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Request plan-item approval

Note: This function is available depending on the configuration of the project model.


As a Project Manager or a Product Owner it is possible to request approval on a Plan-item. When this is configured you will find the button Request Approval in the top right of the plan-item details page (navigate to the details page by clicking on the name of the plan-item).


product approval

Plan-item with approval



How to request plan-item approval:

Step 1. In the plan-item details page, click on Request Approval, a pop-up appears

Step 2. Select the Approvers

Step 3. Enter a Due Date

Step 4. Optionally add a remark and/or check the option Notify Approvers

Step 5. Click OK.



Pop-up for requesting plan-item approval