You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Allow someone other than PM to approve Forecast

Received Response
edited Jul 25, 2023 3:15PM in Project Management 3 comments

In our organization, we do not require the PM to approve the forecast, the person who enters and manages the forecast is the Project Accountant. Is there a privilege we can grant the Project Accountant to allow approval? Thank you.

The behavior we would like is:

  1. Do not enable workflow on forecast
  2. accountant enters the forecast and hits approve button
  3. forecast is approved inline in the form, no workflow.

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!