Project Approval lets managers sign off on capitalized projects, creating an auditable record that accounting teams can share with auditors. Each approval captures who approved the project, when they approved it, and any notes.

How It Works

Approving a Project

1. Open any project from your Projects table
2. Click the Approval tab in the project drawer
3. Add an optional comment explaining your approval (e.g., "Reviewed all tickets and time allocations—looks accurate")
4. Click Approve

Once approved, you'll see the approver's name and timestamp displayed on the project.

Approval by Period

Approvals are tracked separately for each time period. When you're viewing Q1, your approval applies only to Q1. The months within that quarter (January, February, March) each have their own independent approval status.

This means you'll need to approve projects for each period you want to finalize—quarterly approvals don't automatically approve the underlying months, and monthly approvals don't roll up to quarters.

Resetting an Approval

Changed your mind or need to make corrections? Click Reset Approval to clear the approval and comment for the current period. The project returns to an unapproved state, and you can approve it again once you've made your changes.

Automatic Resets

To maintain data integrity, approvals reset automatically when certain project fields change:

• Capitalization Start date