Milestone approvals let a nominated approver check a milestone's realised savings before they count. This guide covers sending a milestone for approval, approving or rejecting it, and resubmitting it.
Before you start
Send a milestone for approval
Choose Mark as Complete
Go to Savings Management > Savings Initiatives, open the saving and click Milestones. Click the milestone's Action menu (⋮) and choose Mark as Complete.
Check the realised savings
Enter what was actually saved in Realised Cost Reduction and Realised Cost Avoidance.
Turn on approval and choose the approver
Turn on Does this milestone need to be approved? and select an Approver.
Click Confirm Milestone Completion
The milestone shows Pending Approval and the approver is emailed and notified. See Edit and Complete Milestones for a Savings Record.
Approve or reject a milestone
Find the milestone
Click the link in the approval email or notification, or open the saving's Milestones tab and find the milestone with the status Pending Approval.
Choose Approve/Reject
Click the milestone's Action menu (⋮) and choose Approve/Reject. Check the realised savings, baseline spend and percentages.
Approve or reject
To approve, click Approve Milestone, then Yes. The milestone is marked as complete.
To reject, click Reject Milestone, enter a Justification in Please Provide Justification and click Save. The milestone shows Rejected.
Resubmit a rejected milestone
Read the reason
Open the saving's Approval Log tab to see why it was rejected.
Update the milestone
Open the milestone from its Action menu and correct the realised savings.
Click Update and send for approval
The milestone goes back to Pending Approval and the approver is notified again.
What happens next
If approved: the milestone becomes Completed and its realised savings count towards the saving's totals and the dashboard.
If rejected: the milestone stays visible as Rejected and its savings stay projected until it's resubmitted and approved.
People are notified: the person who created the milestone and the saving's Savings Owners get an email and in-app notification of the decision. See Automated Savings Notifications.
It's recorded: every approval and rejection is listed on the saving's Approval Log tab, with Record Type set to Milestone and the Milestone Name.
Troubleshooting
I can't see Approve/Reject in the Action menu
Only the assigned approver and Administrators see it, and only while the milestone is Pending Approval. Check the Approval Log tab to see who the approver is.
The person I want isn't in the Approver list
The list only shows active users whose role has savings approval permission. Ask an administrator to update their role. See User Roles & Access Rights (RBAC).
The dashboard hasn't changed after I completed a milestone
If you chose an approver, the milestone stays Pending Approval until it's approved, and its savings count as projected until then.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.