What email notifications are sent for Approval Workflows in Portfolio Financials?

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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:

Tender
Contract
Change Order
Invoice
Budget

Tender Approval

Access Level	All Approval Users	Next User on Approval	Tender Room Team	Contract "Decision Makers"	Access to Contract	Approval Sender
*Approval Request*
*Fully Approved*
*Rejected*
*Cancelled*
*Reminder Email*

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Contract Approval

Access Level	All Approval Users	Next User on Approval	Tender Room Team	Contract "Decision Makers"	Access to Contract	Approval Sender
*Approval Request*
*Fully Approved*
*Rejected*
*Cancelled*
*Reminder Email*

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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*
*Fully Approved*
*Rejected*
*Cancelled*
*Reminder Email*

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Invoice Approval

Access Level	All Approval Users	Next User on Approval	Tender Room Team	Contract "Decision Makers"	Access to Contract	Approval Sender
*Approval Request*
*Fully Approved*
*Rejected*
*Cancelled*
*Reminder Email*

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Budget Approval

Access Level	All Approval Users	Next User on Approval	Tender Room Team	Contract "Decision Makers"	Access to Contract	Approval Sender
*Approval Request*
*Fully Approved*
*Rejected*
*Cancelled*
*Reminder Email*

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Note

Answer

Tender Approval

Contract Approval

Change Order Approval

Invoice Approval

Budget Approval

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