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# Approvals Workflow

# Approvals Workflow

Request formal approval from clients on project deliverables, milestones, or the final project. Track approval status and drive project completion.

## Requesting Approval

1. Go to the **Project** detail page.
2. Open the **Requests & Approvals** tab on the project.
3. Click **Request Approval**.
4. Select the approval type:
   - **Deliverable** – For a specific deliverable
   - **Milestone** – For a project milestone
   - **Final** – For final project sign-off
5. Add any comments and submit.

The project status will update to **Pending Approval**. The client (or designated approver) will receive a notification.

## Client Response

The approver can:

### Approve
- Approval status becomes **Approved**.
- If it was a **Final** approval, the project is marked as **Approved** and the actual completion date is set.
- You receive an **Approval Decision** notification.

### Reject
- Approval status becomes **Rejected**.
- Comments are stored for reference.
- You receive an **Approval Decision** notification.

### Request Changes
- Approval status becomes **Changes Requested**.
- Project status becomes **Pending Revision**.
- You receive an **Approval Decision** notification.
- Create revision requests for each change, complete them, then resubmit for approval.

## Approval Types Explained

| Type | Use Case |
|------|----------|
| Deliverable | Single deliverable (e.g. logo design, first draft) |
| Milestone | End of a phase (e.g. Phase 1 complete) |
| Final | Full project sign-off |

## Notifications

- **Approval Requested** – Sent to the approver when you request approval.
- **Approval Decision** – Sent to the requester when the approver approves, rejects, or requests changes.

## Blocking Approval

Some configurations allow blocking approval when there are **unresolved annotations** on deliverables in scope. Resolve or close all annotations before submitting for approval if this is enabled.