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:
Bid Approval
Note: Any user who has 'Full Access' to the project and is a 'Building Admin' will receive notifications of bid approvals.
Access Level | All Approval Users | Next User on Approval | Bid Room Team | Contract "Decision Makers" | Access to Contract | Approval Sender |
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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
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 | 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 | ![]() |