Review and Approve Opportunity Project (Phase 1)



1. Navigate to 'Projects' or 'Pipeline' Page.


2. In the Stage section, filter the project to 'Opportunity'.



3. Within the ‘Opportunity’ filtered project stage, click the project that you want to review and approve.




 

4. In reviewing and approving 'Opportunity' (Phase 1) project, click on Edit button.


 

5. Check all the Opportunity Project Fields and click 'Submit for Review'. 

 


6. Click 'Yes' when a pop-up confirmation appears.



7. After Submitting for Review, the project can now be approved by clicking the 'Approve'  button.



8. The project is now Reviewed and Approved and is in Approved Opportunity (2nd Phase) stage.