1. Review Approved Opportunity Project
1. Within the ‘All Projects Dashboard’ page, click the ‘Approved Opportunity’ project that you want to update.
2. Once you reach the Project Details page, click ‘Edit’.
You can also click the pencil icon in the 'Approved Opportunity Details' section.
3. Add or update for necessary changes. Once complete, click the ‘Submit for Review’ button.
4. Once the Confirmation popup is displayed, click 'Submit for Review'.
Once submitted, the Approved Opportunity Project is now Pending for Review. The reviewer of the Project will check details for approval.
2. Approve Approved Opportunity Project
1. Click the second yellow diamond icon. This will display the 'Approved Opportunity' projects Pending for approval.
Within the list, click the project that you want to review and approve.
2. Once the Details page is displayed, you can review the Project Details. To approve the Approved Opportunity project, click the 'Approve' button.
3. Once popup is displayed, click 'Approve' .
Once approved, the project is now in the 'Full Kitting' Stage.
