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Peter_ayad's avatar
Peter_ayad
Copper Contributor
Nov 03, 2022

PWA Auto Publshing after tasks approval

Is there a way to auto-reflect the approvals/rejections changes without publishing the project?

  • Hello Peter_ayad ,

    For these changes to be visible in PWA and the Reporting data set, the projects need to be published. You can do the approval and publish all from PWA:

    1. Access the Approvals page, the Status Manager for the tasks will see the task approvals here.
      1. Approve the Task Update/s
    2. Remaining on the Approvals page, click the History button and click Status Updates on the ribbon
    3. Select the Task Update/s and then click the Publish button on the Status Update ribbon:

    That might be a bit more efficient if you are doing the manual approvals if you are not doing it that way already.

    You could also look to set up a rule for auto approval and set that to publish the updates:

    You will see this on the Approvals page:

     

    Hope that helps

    Paul

  • Hello Peter_ayad ,

    For these changes to be visible in PWA and the Reporting data set, the projects need to be published. You can do the approval and publish all from PWA:

    1. Access the Approvals page, the Status Manager for the tasks will see the task approvals here.
      1. Approve the Task Update/s
    2. Remaining on the Approvals page, click the History button and click Status Updates on the ribbon
    3. Select the Task Update/s and then click the Publish button on the Status Update ribbon:

    That might be a bit more efficient if you are doing the manual approvals if you are not doing it that way already.

    You could also look to set up a rule for auto approval and set that to publish the updates:

    You will see this on the Approvals page:

     

    Hope that helps

    Paul

    • Peter_ayad's avatar
      Peter_ayad
      Copper Contributor
      Many thanks, Paul, for your reply!

      I will definitely try it and let you know how it goes.

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