What email notifications are sent for Approval Workflows in Portfolio Financials?
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:
Tender Approval
Note: Any user who has 'Full Access' to the project and is a 'Building Admin' will receive notifications of tender approvals.
| Access Level | All Approval Users | Next User on Approval | Tender 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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| Cancelled | |
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| Reminder Email | |
Contract Approval
Note: Any user who has 'Full Access' to the project and is a 'Building Admin' will receive notifications for contract approvals.
| Access Level | All Approval Users | Next User on Approval | Tender 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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| Cancelled | |
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| Reminder Email | |
Change Order Approval
| Access Level | All Approval Users | Next User on Approval | Tender 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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| Cancelled | |
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| Reminder Email | |
Invoice Approval
| Access Level | All Approval Users | Next User on Approval | Tender 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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| Cancelled | |
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| Reminder Email | |
Budget Approval
| Access Level | All Approval Users | Next User on Approval | Tender 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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| Cancelled | |
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| Reminder Email | |