Submit a Change

After you have set up a change and its initial values and estimates, submit it for approval.

To submit a change for approval:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Contracts and Commitments, and select Changes.
  3. In the table, select the change that you want to submit for approval.

    You can only submit changes with a status of Draft.

  4. Select Actions , and then select Submit.
  5. In the Submit dialog box, in the Notify Users field, enter all users that you want to be notified of the approval request.

    The users you select here should have the privileges to approve and reject changes. They will each receive an inbox notification of the submission.

  6. In the Comment field, enter any information that you want to send to the users you entered in the previous step.
  7. Select Submit.

After you submitted a change, its status is set to In Progress. You will receive a notification when the change has been approved or rejected.