Open topic with left hand navigation
The following table summarizes the actions that you can perform on a scope document. The current document state and your security permissions determine which actions are available to you at any given moment. While in edit mode, Proliance displays the most likely next action at the top of the page, but you can select another action from the "Workflow" button.
For more information, see "Performing a Workflow Action".
| From the Scope document, you can… | Preconditions | New state |
|---|---|---|
|
Set to Pending Prepare a scope document for approval |
(none) |
Pending |
|
Submit for Approval Submit a scope document currently in the Pending state for approval |
(none) |
Pending Approval |
|
Approve |
(none) |
Approved |
|
Cancel Cancel the scope document |
(none) |
Canceled |
|
Unapprove Unapprove the scope document |
The allocations have not been handed off to their cost accounts. |
Pending |
|
Reopen Reopen a canceled scope document |
(none) |
Draft |