Plan a project approval workflow for project intake, request review, owner assignment, change control, issue tracking, and status follow-up.
Project approval is easier to manage when every request explains the business need, scope, timing, impact, owner, and decision trail before work starts. Use this guide to define the request and review logic before opening a Jodoo project or work request template.
Start from: Project Request FormA project approval workflow needs enough context for reviewers to decide whether the work is ready, funded, owned, and worth starting.
Approvers should leave a clear outcome and reason so the project request can move forward, be returned, or be declined without ambiguity.
After approval, the workflow should show when scope, timing, cost, risk, or deliverables have changed enough to need a formal change request.
Project approval should not end when a request is accepted. Teams need a way to see open issues, blockers, and final completion notes.
Use these fields to keep request review, change control, and closeout decisions connected.
Use the guide to connect intake, review, approval, change requests, issue ownership, and completion status before building the workflow.
Start here when the team needs one request record for project context, approval status, owner assignment, and follow-up.
Project Intake FormCollect project requests, scope, goals, budget context, priority, stakeholders, owner review, and follow-up status in one form.
Project Request FormProject request form template for capturing request details, routing work to the right owner, and keeping status visible from intake through follow-up.
Project Change Request Form TemplateCapture project change requests with reason, scope, cost impact, schedule impact, reviewer, decision, and implementation status.
Project Issue Tracker TemplateTrack project issues with owner, priority, impact, root cause, due date, status, mitigation plan, and closeout notes.
Work Request FormCapture internal work requests with requester details, priority, location, category, assignment, due date, status, evidence, and completion notes.
Work Order Request FormCapture work order requests with asset, location, issue details, priority, photos, requester context, and owner follow-up.
Contract Change RequestUse a contract change request template to capture change details, clauses, files, legal review, approval status, and follow-up.
Change Order Log TemplateTrack change orders with scope, cost impact, schedule impact, requester, reviewer, approval status, and decision history.It is the process for collecting a project request, reviewing the business case and impact, approving or returning the work, and tracking changes or issues after approval.
They should be connected. A project request defines the approved work, while change requests document later changes to scope, timeline, cost, or risk.
Yes. Internal work requests and project requests can share intake fields and owner queues, then separate by category, approval need, and impact.
Preview a starting template, then adapt request fields, approval steps, change impact, owner queues, and status dashboards for your team.
