Configure the Approve Project Proposal Workflow Action

The Approve Project Proposal workflow action setting is used to specify which workflow to use when creating a project proposal. A project proposal can be created from the context of a project or from an approved idea.

To set the project proposal workflow:

Navigate to the Project configuration page
1. In the object selector, select a workspace.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Defaults & Options, and then select Project.
Select the Workflow Actions tab.
In the Approve Project Proposal row, in the Workflow field, select the workflow that you want to use.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.
In the Confirm dialog box, choose whether to enable Inherit Workflow Mapping.
If you select Yes, all workspaces and projects within the workspace will be assigned this workflow too.

Next: Set the Add Project Proposal Form