Approvals
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      3. Approvals

      Approvals Overview

      Use the Approvals page to view and manage all approval documents in a project—from proposals to purchase orders. Easily track approval status and details in an interactive, exportable table.

      The Approvals page provides a centralized location to access the following approval documents: Proposals | Change Orders | Selections | Bid Submissions | Purchase Orders

      Key features

      📂 Access and update all documents from a single location

      🗂️ Keep track of important project documents

      ✅ Manage and release client selections from one place

      🔍 Use filters to customize your view

       

      Table of Contents

      1. Navigation and Layout
        1. Customize Columns
        2. Message and File sharing
        3. Export data
      2. Types of Approvals
        1. Proposals
        2. Change Orders
        3. Selections
        4. Bid Requests
        5. Purchase Orders

      Navigation and Layout

      Access Approvals from the left menu.

      navigation

      Customize columns

      Columns can be sorted and filtered.

      Click a column header to sort in ascending or descending order

      Select the ☰ menu icon in the column header to access column picker and filtering options (if available).

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      Message and File Sharing

      All approval documents can include messages and files.

      💬 Messages: Click the message icon to view, send, and respond to messages

      📎 Files: Click the file icon to view, upload, download, or open attached files

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      Export data

      To export approval data:

      • Right-click anywhere in the approvals table

      • Choose to export as a CSV or Excel spreadsheet

      Export

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      Types of Approvals

      The Approvals page tracks both client and vendor approval documents. As soon as a draft approval document is created or saved, it can be found here.

      Client Documents

      Vendor Documents

      Proposals

      Proposals are found in the Proposal tab.

      Select a proposal to open.

      Proposals

      Status: Sort and filter by status: Draft | Released | Completed | Canceled

      Change orders

      Change Orders are found in the Change Order tab.

      Select a change order to open.

      COs

      Creating and Approving Change Orders

      Selections

      Selections are found in the Selection tab.

      Seelctions

      Editing: Click on a Selection to open the side drawer.

      Seelctions1

      Creating and Releasing Selections

      Bid Requests

      Collect and approve quotes from Vendors using Bid Requests.

      Select the Bid Requests tab to view bids.

      bids

      Vendors: View how many vendors received and responded to each bid

      Purchase Orders

      Select the Purchase Order tab to view all POs and details:

      Status | Issue Date | Vendor | Builder Cost | Associated Bills | Amount Paid | PO Total Amount

      Select a PO to open.

      POs

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      If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!