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Converting to Project

How to Approve and Convert a Proposal to Project

James Gold avatar
Written by James Gold
Updated over a month ago

Proposal Approval

  • Select approvers from the 3 dot menu

  • Select the approver(s) from the list and select add once chosen

  • These approvers can only be added to the list by an admin user

  • Select the send icon when ready to request approval

  • The status will change to sent and the approver will receive an email notification

  • The approver can then select whether to approve or reject


Converting to Project

  • After the proposal has been approved you can select the status 'Won' to convert to a project

  • After selecting won you will be rerouted to the projects dashboard, add the extra details required for the project then save and start managing your project


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