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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 18 · Project Templates and Workflows

Approval workflows

Lesson 189 of 198 · 13 min

Review the workflows available across PPM. Configure the financial plan version approval workflow — recapping Module 9 and extending it. Configure the project contract invoice approval workflow — recapping Module 15. Set routing, escalation and delegation on both. Show a notification and an approval, then the approval history and audit trail. Workflows are where automation and routing turn a manual process into a reliable one. They are also where a project stalls if escalation is not configured. EVERY WORKFLOW NEEDS ESCALATION AND DELEGATION. Said in every course in this catalogue; still the most common workflow failure. Approval routing should be simple. Two levels covers most businesses; complexity here is rarely worth it.

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In this module: Module 18 · Project Templates and Workflows

  1. 1The template is the deliverableFree preview
  2. 2Designing the template set
  3. 3Creating a project template
  4. 4Template plan structure and RBS
  5. 5Financial plan types and billing on the template
  6. 6Team, classifications and defaults
  7. 7Approval workflows
  8. 8Profile options and scheduled processes
  9. 9What breaks
  10. 10Lab: four templates, timed, and a runbook