How to validate demands?
When you need to approve a new demand, you have 2 options:
1) Review and Approve
To view the demands, click on "Demand Management"
Click "Demands"
Here you can manage the demands:
If you are in the list of approvers for a approval workflow, and one demand meets the criteria, you will see a "Review" option on the demands dashboard:
Click "Review" to start the process. All the information is for review only, you cannot change anything.
The first tab ("Home") is a summary of the demand where you can see the team, the budget, the rationale, the taxonomy, the associated documents, and the validation status:
The second tab shows the settings:
The third tab shows the team.
On the forth tab we can see the Rationale, the expected benefits, the estimated budget, and the demand currency:
The fifth tab have other questions:
On the sixth tab you can review the taxonomy:
On the last tab you have the validation status, the validation rule used, the validation progress and any comments:
The last step is common to the 2 options and will be explained in the end.
2) Go to Notification
The second way you can get to the validation is using the button on the notification. When there is a notification to be approved by you, you will receive a notification:
Click the "View Request" button:
You will be redirected to the validation tab:
The next steps are common for both options:
Click "Approve" to approve the Demand or write a comment and reject the demand:
Once you approved, we have to wait for the other people on the list to approve or reject the demand, before we can move on with the project.
When all approvers have approved the demand, a project is automatically created.
Go to projects:
Click "RFP Projects":
You will see the newly created project by the approved demand:
To learn more about demands, choose from the links below:
Related Articles
Creating Demands
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