EnglishOperating ScenariosProjects & timeKickoff of a high-budget project

Kickoff of a high-budget project

Over a threshold

Situation

A project has a budget of 50,000,000 or more.

Recommendation

The project goes pending_approval → approval Inbox → planning; if rejected, cancelled.

Why

Large projects must be approved before planning and spending.

Steps

  1. Create the project with its budget.
  2. The system moves it to pending_approval.
  3. The approver acts in the approval Inbox.
  4. Approved → planning; rejected → cancelled.

Avoid

  • Create with a low budget and raise it later to avoid approval.

Roles & permissions

PM; holder of projects:approve.