What email notifications are sent for Approval Workflows in Portfolio Financials?
Note
This information applies to accounts with Procore's Portfolio Financials product with Approvals enabled for the account. See Self-Serve Approval Workflows.
Answer
Email notifications are sent out to different users during the approval workflow process. Click a link to view the email matrix for the following approval types:
Bid Approval
| Access Level | All Approval Users | Next User on Approval | Bid Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
|---|---|---|---|---|---|---|
| Approval Request |  |
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| Fully Approved | |
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| Rejected | |
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| Canceled | |
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| Reminder Email | |
Contract Approval
| Access Level | All Approval Users | Next User on Approval | Bid Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
|---|---|---|---|---|---|---|
| Approval Request | |
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| Fully Approved | |
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| Rejected | |
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| Canceled | |
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| Reminder Email | |
Change Order Approval
| Access Level | All Approval Users | Next User on Approval | Bid Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
|---|---|---|---|---|---|---|
| Approval Request | |
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| Fully Approved | |
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| Rejected | |
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| Canceled | |
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| Reminder Email | |
Invoice Approval
| Access Level | All Approval Users | Next User on Approval | Bid Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
|---|---|---|---|---|---|---|
| Approval Request | |
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| Fully Approved | |
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| Rejected | |
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| Canceled | |
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| Reminder Email | |
Budget Approval
| Access Level | All Approval Users | Next User on Approval | Bid Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
|---|---|---|---|---|---|---|
| Approval Request | |
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| Fully Approved | |
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| Rejected | |
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| Canceled | |
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| Reminder Email | |