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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.

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


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

 

Step 3: Assigning Approvals

To ensure a notification is sent to the next approver, the Project Lead must assign a person to the next steps.

  • Click the dropdown menu and select Edit.

  • Click on the magnifying glass next to Assigned.

  • Check the box to select the person.

  • Click Submit.

  • The person's name should now appear on the step next to their role and the step that the approval is on.

                   

   

Step 4: Reviewers' Actions

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 5: 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


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