What it does
This module bridges OmniApproval™ for Sales and Projects.
It extends the approval field mapping so that project approvals can carry and reflect
key information from the related sales orders and project milestones, ensuring a
consistent, auditable, and automated approval flow across the lead-to-project cycle.
Key Features
- Project - Sales linkage in approvals
- Map project approvals with related sales orders and sales order lines.
- Keep project approval context aligned with its commercial origin.
- Milestone-based approval lines
- Map project milestone records into approval request lines.
- Allow approvers to review and approve project milestones directly in OmniApproval.
- Unified workflow & better traceability
- Ensure project approval data stays synchronized with sales data.
- Improve transparency across sales, project delivery, and management teams.
Editions Supported
- Community Edition
- Enterprise Edition
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