Working with Team Signoffs

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EnterpriseTrack allows you to build in specific sign-off requirements for proposals. If a proposal has sign-offs that are required, users will not be able to create a project for that proposal until all the required sign-offs have been acquired.

Requesting a Sign Off

1. To request a sign off from a team member, click the Request Team Signoffs button on the Proposal Details page
2. Select the appropriate check boxes and click the Save button. An email is sent to each member and a sign off request item is delivered to their My Work page.

   Note: You can view the status of the sign-offs for a proposal by clicking the Edit Team Sign Off Status tab on the Manage Team Signoffs page.