Approve or Deny Project Scope

Owned by Aaron Sakievich (Unlicensed)
Last updated: Sept 30, 2021
2 min read

Overview

When you are using a scoped project, the project must be approved before translation workflows proceed. You can use the pause in the workflow to review costs and the work in the project before deciding to approve it. If the costs are too high, or you decide some work shouldn’t be included, you can cancel any low priority or unnecessary work before approving it, or simply deny the project’s scope to cancel its documents and targets.

Approve the Project

To approve the project…

  1. You must be a project owner and be a project manager.

  2. Upload your content to the project and request all the translations you need. You will not be able to add additional content to the project after it is approved.

  3. Each individual target will go through the leverage phase and a cost will be calculated. All phases after the leverage phase will be blocked until the project is approved.

  4. When each target has its costs calculated, the “approve” action at the end of the row will be enabled.

  5. Approve the project using the “approve” action and a dialog will appear asking you to confirm the action and provide a due date for the project. Keep in mind that your due date is most useful when your workflow is using percentage-based due date configurations.

  6. A job will be sent to the process queue which will:

    1. Change the phase statuses from scoping to a new status based on their location in the workflow.

    2. Set due dates on all phases after leverage.

    3. Expose all phase assignments after leverage on the task list.

  7. An email will be sent to all the project owners telling them the project has been approved and is in progress.

Denying a project

  1. You can deny a project at any point.

  2. This action should only be used when you want to discard the entire project. If you don’t want to cancel the entire project, you can cancel individual documents, targets, and phases in the project to limit its cost and scope.

  3. When you deny a project a dialog will appear asking you to confirm the action.

  4. Every document, target, and phase in the project will be cancelled and the project will be marked complete.

  5. The project is now closed and no further action can be taken on it.

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