Approval Workflow

Approval Workflows and Organization

Manage approval templates, applications, organization members, teams, and contractor master data. Standardize budget changes and requests with reusable approval flows.

Workflow Control

Standardize requests and approvals

  • Configure approval templates by project
  • Manage budget and other requests through workflows
  • Maintain organization, team, and contractor master data

Key use cases

Standardize budget change requests

Submit increases, decreases, and transfers through templates and keep an approval history.

Maintain organization and contractor data

Manage members, teams, and contractors as master data and assign them to projects efficiently.

Make approval progress visible

Review request status and approval steps to spot bottlenecks early.

See the product in action

Start a 30-day free trial to explore budgeting, approvals, and CRM in one connected workflow.

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