Project Management & Collaboration**Purpose**
1.2. Ensure stakeholders receive notifications, can approve or reject change orders, and maintain a traceable audit log.
1.3. Facilitate multi-level and conditional approval workflows tailored to specific project, team, or budget parameters.
1.4. Integrate with project document repositories to retain records and automate document version control.
1.5. Sync approval status with project schedules, financial tracking, and reporting subsystems.
**Trigger Conditions**
2.2. Editing of pre-approved project scope or budget fields.
2.3. Receipt of a change order request via email, portal, or mobile app.
2.4. Creation of a task labeled ‘Change Order’ in the task management board.
2.5. Threshold met for budget/cost increase requiring higher-level approval.
**Platform Variants**
3.1. **Microsoft Power Automate**
• Feature/Setting: ‘Start approval’ action using project site SharePoint list as trigger
• Sample: Configure flow to start approval when new document added to “Change Orders” folder.
3.2. **Zapier**
• Feature/Setting: “New File in Folder” (Google Drive) → multi-step multi-user approval
• Sample: Detect file in “Change Orders”, send approval requests via email.
3.3. **DocuSign**
• Feature/Setting: ‘Envelopes:Create’ API for sequential multi-user eSignature workflow
• Sample: Route uploaded PDF to approver list for digital signature.
3.4. **Slack**
• Feature/Setting: Workflow Builder ‘Approvals’ template, integrating with channels
• Sample: Notify approvers and collect approval/rejection buttons in dedicated channel.
3.5. **Trello**
• Feature/Setting: Butler automation to move card and post checklist items for approvals
• Sample: Trigger approval checklist upon card labeled ‘Change Order’.
3.6. **Smartsheet**
• Feature/Setting: Approval Requests automation, conditional on column changes
• Sample: On change request row entry, route approval form by hierarchy.
3.7. **Airtable**
• Feature/Setting: Automations → “When record updated” triggers approval email
• Sample: Custom form field status triggers workflow via integrated email.
3.8. **Google Workspace (Apps Script)**
• Feature/Setting: Script to monitor Drive folder and send approval email with “Approve” link
• Sample: Drive folder change triggers custom approval email to designated user.
3.9. **Adobe Sign**
• Feature/Setting: REST API “POST /agreements” initiates routed signing/approval process
• Sample: Workflow for sequential multi-user sign-off.
3.10. **Asana**
• Feature/Setting: Rules for task status to request approval via Approvals feature
• Sample: Custom rule to create approval task and assign to stakeholders.
3.11. **Jira Software**
• Feature/Setting: Automation rules, custom workflow status ‘Awaiting Change Order Approval’
• Sample: Transition to approval status triggers notification and approval form.
3.12. **Box**
• Feature/Setting: Relay automation for file approval
• Sample: New document triggers multi-step approval request.
3.13. **Monday.com**
• Feature/Setting: Custom workflow automations to “notify, assign, and wait for status”
• Sample: Change order item created → assign to approver → status update required.
3.14. **Salesforce**
• Feature/Setting: Flow Builder with multi-step approval process
• Sample: Change Order custom object triggers defined approval path.
3.15. **ServiceNow**
• Feature/Setting: Workflow Editor for Change Request approval record
• Sample: State transition to ‘Pending Approval’ routes record by defined approver matrix.
3.16. **Oracle NetSuite**
• Feature/Setting: SuiteFlow for custom record approval
• Sample: Initiates approval based on order criteria and budget thresholds.
3.17. **Workday**
• Feature/Setting: Business Process step for “Change Order Approval”
• Sample: Inserts approval step in project management workflow.
3.18. **ClickUp**
• Feature/Setting: Automation for task status = ‘Change Order’ to add approval request
• Sample: Assign approval custom field and trigger notification.
3.19. **Kissflow**
• Feature/Setting: Form workflow for document approval
• Sample: Multi-step approval flow from initial request to multi-level managers.
3.20. **Intergromat (Make)**
• Feature/Setting: Scenario for new record (e.g., in Airtable or Google Sheets) to trigger approvals via email, Slack, etc.
• Sample: Connected multi-platform approval requests, status sync.
3.21. **PandaDoc**
• Feature/Setting: Approval workflow before sending to client
• Sample: Document status triggers mandatory approval by designated users.
3.22. **Basecamp**
• Feature/Setting: Automated check-ins for change order review
• Sample: Notify team and require documented response for approvals.
**Benefits**
4.2. Ensures complete audit trail with timestamps and decision records.
4.3. Minimizes delays through instant alerts and mobile approvals.
4.4. Scales seamlessly to multiple simultaneous projects and approver levels.
4.5. Improves compliance and accountability in project scope management.
4.6. Centralizes all approval records linked to change order documents for future reference.