Portfolio Manager Guide: Approving a Pending Project

In the Wavity Project Portfolio Management Solution, approving a project as a Portfolio Manager is a simple and intuitive process.
A user with Portfolio Manager access can approve any project that is currently pending.
Log in using your credentials. Upon logging in, you will land on the Portfolio Manager persona.
Note: The steps provided serve as sample instructions and can be customized based on specific requirements; however, the core workflow will remain the same.

In the Pending Final Release Project(s) table widget, you can view all pending projects. Select the project you wish to approve.

After selecting the project, you can view the complete project details under the Project and PMO Lead tabs.

Navigate to the Manager tab. Under the Planning and Assignment section, select your name in the Portfolio Manager field and update the project status to Approved.

Assign a Project Manager and specify the number of resources required for the project.

If necessary, add any relevant notes, then click on the Save button to finalize the approval.