A request is submitted after addition, modification and deletion of projects and addition and deletion of project members. Operations related to projects and project members can be approved using the corresponding approval flows. This section explains the approval flow of projects and project members.
Addition, modification, and deletion of a project are executed after receiving the following two types of approval.
Approval of the organization linked with the accounting code
Specify the accounting code for the project information. The organization linked with this accounting code is the approver.
Depending on the configurations performed by the operators, in some cases, multiple approvals are required, and in the other cases, no approval is required.
Point
When there is no organization linked with an accounting code, approval by the organization is not required.
Approval by operators
Approval is granted by operator representatives or approvers.
Depending on the configurations performed by the operators, in some cases, multiple approvals are required, and in the other cases, no approval is required.
Figure 3.5 Approval Flow of Addition, Modification, and Deletion of a Project
*1: The approval flow is defined according to the settings performed by the operators. Contact the operators.
*2: The approver is a user who has the approver role of the organization linked with the accounting code added to the project information.
In [Operation] in the diagram above, not only approval, but also rejection and cancellation operations can be performed. For details on operations and statuses of requests, refer to "Figure 5.1 Changes in Request Status".
Email Notifications Related to Approvals
After the request or intermediate approval, a request for approval email is sent to all following approvers in the approval flow.
In addition, a notification email with a copy of the request is sent to the user who performs the operation.
After the final approval is granted, the details of the addition or modification are reflected to the system. Upon reflection, a notification of approval completion email is sent to the requester. When the reflection fails for some reason, an error notification email is sent to the requester (TO) and the request operator (CC).
Confirmation of Request Statuses
To confirm the approval statuses and details of requests for addition, modification, and deletion, view the [Request Management] window.
For details on how to perform the main operations in the [Request Management] window, refer to "Chapter 5 Request Management".
Addition or deletion of project members completes once approval is granted by the project manager of the project to which members are being added or deleted.
Depending on the configuration of the operators, no approval may be required.
Figure 3.6 The Project Member Addition and Deletion Approval Flow (Project User)
*1: The approval flow is defined according to the settings performed by the operators. Contact the operators.
In [Operation] in the diagram above, not only approval, but also rejection and cancellation operations can be performed. For details on operations related to and statuses of requests, refer to "Figure 5.1 Changes in Request Status".
For addition or deletion of members performed by a project manager, approvals are always unnecessary.
Figure 3.7 The Project Member Addition and Deletion Approval Flow (Project Manager)
Email Notifications Related to Approvals
When an operation is performed by a project user, an approval request email is sent to the project manager.
In addition, a notification email with a copy of the request is sent to the user who performs the operation.
After the final approval is granted, the details of the addition or modification are reflected to the system. Upon reflection, a notification of approval completion email is sent to the requester. When the reflection fails for some reason, an error notification email is sent to the requester (TO) and the request operator (CC).
Confirmation of Request Statuses
To confirm approval statuses and contents of requests, view the [Request Management] window.
For details on how to perform the main operations in the [Request Management] window, refer to "Chapter 5 Request Management".
Point
With the administrator role, when adding, modifying, and deleting a project, or adding and deleting a member, as the approval is granted immediately, no approval is necessary.
When modifying a project in addition to addition and deletion of a project member, the approval flow of addition, modification, and deletion of a project is applied.
