Parent level approval requests?

Angie Hatfield

Is there a way to set up approval requests at the parent level?

Parent row includes project description, Owner, PMO, etc, etc.

Child rows break out task types into groups

Grandchildren row list owners of each task under the task type group.

Example:

       Description                                    Owner            PMO

• Project XXX                                 Jon Doe         Pam PMO       (Parent row)
•      Requirements                                                                       (child group 1)
•             Requirements                  Pam PMO                             (grandchild row)
•             Test scripts                       Jason Jones                         (grandchild row)
•      Development                                                                        (child group 2)
•             Development                    Chris Smith                          (grandchild row)
•              Unit Test                           JJ Johnson                          (grandchild row)

We use same Owner column for parents & grandchildren. I would like to set up a notification & an approval request at the parent level for the project Owner when all of the tasks are completed. I really don't want to add another column. I have a bunch of hidden columns already and would like to minimize if possible.

Thanks ahead of time,

Angie

Andrée Starå

Hi Angie,

What other columns are you using at the moment? It might be possible to use them to accomplish what you need.

Can you describe your process in more detail and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Angie Hatfield

Hi Andrée,

This may be overkill, but thought it may be helpful. Here is a list of all of my columns. Hidden have purple text. It explains each column and what level it is. I also have a screenshot that shows 3 views. Parent row rolled up, Parent & dhild rows, Parent, child, and grandchild rows.

If there's anyway to figure out how to use Owner at Parent level to get approvals, it would be great. 

Thanks!

Angie Hatfield

Andrée Starå

Happy to help!

What formula do you have in the Ancestors formula?

Angie Hatfield

=COUNT(ANCESTORS(Project1132))

Let me know if you want the rest of them.

Thanks again!

Andrée Starå

Maybe you could use a combination of the COUNT of the ANCESTORS and the percent complete.

Would that work?

Angie Hatfield

Hi Andrée,

I think that will work! I should have thought of that. I really appreciate you taking a look at this and finding a solution.

Have a great week!

Andrée Starå

Excellent!

I'm always happy to help!

Have a fantastic week!