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
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

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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

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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

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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

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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

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

Note

Answer

Bid Approval

Contract Approval

Change Order Approval

Invoice Approval

Budget Approval

See Also