How do I track tollgate approval status in Profit.co?

Category: PPM

In Profit.co, you can track tollgate approval status by viewing the Tollgate tab (for submitters) or the Pending Approvals dashboard (for approvers), where you can see approval progress, current status, approver sequences, and approval history throughout the workflow.

What is approval status tracking in Profit.co?

Approval Status Tracking is the ability to monitor where a tollgate submission is in the approval workflow, whether it's pending, being reviewed, approved, or rejected. Both submitters and approvers can track status through different views: submitters use the Tollgate tab, while approvers use the Pending Approvals dashboard.

How do submitters track approval status?

Monitor approval progress throughout the workflow:

View in Tollgate Tab

  • Navigate to your project from Portfolios and Projects
  • Switch to the Tollgate tab
  • This displays the tollgate stages and approval information
  • See approval status for the current stage
  • The status is prominently displayed on the Tollgate page

    • The view shows:

      • Current approval stage

      • Approvers in the sequence

      • Who has approved

      • Who is pending approval

      • Approval status (Pending, Approved, Rejected)

How do approvers track pending approvals?

Monitor requests awaiting your approval:

Pending Approvals Dashboard

  • Reviews request in Pending Approvals → Tollgate → Received section

Best practices for tracking approval status

  • Check approval status daily during critical project phases to stay on top of progress.
  • Document approval timestamps and comments for audit trails and future reference.
  • If status shows "Pending" for more than 2 business days, send a polite follow-up to the approver.
  • When rejected, address all feedback comprehensively before resubmitting to avoid repeat rejections.

Related Questions

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Frequently Asked Questions

Q1. If one approver rejects, do I need to go through the entire approval sequence again?

Typically yes, especially if you've made changes. The entire sequence restarts to ensure all approvers see the revised submission.

Q2. Can approvers see approval history from previous stages?

Yes, approval history is typically visible to all approvers in the sequence, allowing them to see prior feedback and decisions.

Q3. How long do approval statuses stay in the system?

Approval history is permanently retained for audit purposes. You can review approval status from completed stages at any time.

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