Selecting approval options for templates

If your organization requires users to specify a predefined reason when they deny an approval, you identify the set of reasons in the template. You can set different reasons for denying approvals in each project template.

Procedure

  1. To update deny reasons for a project template, open the project template Workflow tab.
  2. Click Approval Options. The Associate Approval Deny Reasons with Template dialog opens.
    All of the options that are defined for the Approval Deny Reason list display on the left.
  3. To select approval options for the template, click an available reason then click >>. To select multiple reasons, you can use Ctrl+click and Shift+click.
  4. Click Save Changes.

Results

When a user denies an approval, a Deny reason must be selected.
Note: For more information about the approval process, see Approval process and options.