Before You Begin

  • Ensure all required project information is complete.
  • The project status should be Planning at HQ or Planning at Lab. 

Follow the steps below:

Step 1: Submit for Approval 

Select Submit for Approval from the Manage Project dropdown to start the approval process.

 Step 2: Monitoring the Approval Process

The approval request follows a default routing path:

  1. The EERE Project Lead
  2. The Office Administrator
  3. Office Director

Note: This routing path applies unless specific addition reviewers have been assigned. How to Modify my Approval Workflow: Add Project Approver

 


Once submitted, your project's status will change to Pending Approval.

 Step 3: Reviewers' Actions and Final Approval

Each assigned reviewer can take the following actions:

  • Approve: This moves the project to the next reviewer in the sequence or completes the approval process if they are the final reviewer.

  • Return: If a reviewer returns the project, it means revisions are needed. The project will be sent back to you, and you will need to make the requested changes and resubmit them.

  • Cancel: A reviewer can choose to cancel the entire approval workflow, which will stop the process.

Step 4: Results

After all required approvals are successfully completed, the Project Status will update to Approved, and the Award Status will change to Active.


Contact Helpdesk

Lab Planning - Service project