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

Last updated
Save as PDF
Share
1. Share
2. Tweet
3. Share

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
Contract
Change Order
Invoice
Budget

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
Approval Request
Fully Approved
Rejected
Canceled
Reminder Email

Back to top

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
Fully Approved
Rejected
Canceled
Reminder Email

Back to top

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
Fully Approved
Rejected
Canceled
Reminder Email

Back to top

Invoice Approval

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

Back to top

Budget Approval

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

Back to top

Note

Answer

Bid Approval

Contract Approval

Change Order Approval

Invoice Approval

Budget Approval

See Also