Items Pending Approval Page

The Items Pending Approval page is a convenient go-to for managers or users with cost-related approval permissions to quickly see the items that require their attention and address approval requests from a central location.

For your convenience, there is also an Items Pending Approval section located on the Home tab.

The Approvals Requested By Me tab is also useful for non-mangers who need to see their outstanding approval requests from a central location.

  1. Click the Cost tab located in the top navigation tabs.
  2. Click Items Pending Aproval, which is located directly under the top navigation tabs.

The fields and buttons located on this page are:

  • Filter: Narrows the search results on the selected tab below. Click the All Item Types drop-down arrow to select from a list of cost items to filter by. Click the All Projects drop-down arrow to further narrow your search by project. Click Go to render results on the selected tab. Click to show all items pending your approval across projects for the selected tab.

  • Cancel: Returns to the main Cost page.

  • Export to Excel:Exports the information to an Excel spreadsheet.

  • Awaiting My Approval Tab:Displays all cost item approval requests that need your attention. Approving an item will move it from draft status to approved status. Rejecting will keep the item in draft status. To view the details of an item click its item # (if applicable) or Item Description.

  • Approvals Requested By Me Tab: Displays all the approvals requested by you. This view is a great option to help you see the outstanding approval items that remain or may be a bottle neck for you to proceed.

  • Currency: This column is available when multi-currency is enabled for the account. Displays the commitment or invoice currency if it is different from the project currency.