188 lines
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HTML
188 lines
16 KiB
HTML
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<p>Plan approval / Send a plan for approval</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Send a plan for approval</span></h1>
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<!-- Placeholder for topic body. -->
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">If <a href="plan-approval-setting.html" class="topiclink">project plan approval</a> is set up in the system, you can publish a plan only after it is approved by the responsible employee specified in the settings.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">To send a finished plan draft for approval, do the following: </span></p>
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<ol style="list-style-type:decimal">
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<li value="1" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">On the project page, open the </span><span style="font-family: Inter; font-weight: bold;">Project Schedule</span><span style="font-family: Inter;"> tab and click the </span><span style="font-family: Inter; font-weight: bold;">Edit</span><span style="font-family: Inter;"> button.</span></li><li value="2" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">On the toolbar, click </span><span style="font-family: Inter; font-weight: bold;">For Approval</span><span style="font-family: Inter;">.</span></li><li value="3" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><a id="publish-setting" class="hmanchor"></a><span style="font-family: Inter;">A window for sending the plan for approval opens. Specify whether the plan needs to be published automatically when it is approved. If you select </span><span style="font-family: Inter; font-weight: bold;">No</span><span style="font-family: Inter;"> in the </span><span style="font-family: Inter; font-weight: bold;">Publish after approval</span><span style="font-family: Inter;"> field, the plan will need to be published manually.</span></li><li value="4" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">Click </span><span style="font-family: Inter; font-weight: bold;">Send the Plan for Approval</span><span style="font-family: Inter;">.</span></li></ol>
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<p style="line-height: 1.20; margin: 7px 0 7px 0;"><img alt="send-plan-for-approval-1" width="1180" height="413" style="margin:0;width:1180px;height:413px;border:none" src="send-plan-for-approval-1.png"/></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">As soon as you do it:</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">The plan is assigned the </span><span style="font-family: Inter; font-weight: bold;">Pending approval</span><span style="font-family: Inter;"> status.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">The name of the </span><span style="font-family: Inter; font-weight: bold;">Approver</span><span style="font-family: Inter;"> will be displayed next to the plan status.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">The </span><span style="font-family: Inter; font-weight: bold;">Approver</span><span style="font-family: Inter;"> will receive a task to approve the plan.</span></li></ul>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">To learn more about the approver’s task, see <a href="plan-approval-task.html" class="topiclink">Plan approval task</a>.</span></p>
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