What this is How decisions are made on projects and what happens when data is incomplete.
Who this is for Reviewers, analysts, and workspace admins.
Approval Process
Automated Screening Projects first pass through automated rules: - Country restrictions - Size limits - IRR thresholds - Required field validation
Manual Review After screening, reviewers can: - Approve - marks project as approved - Reject - with required reason - Request Info - sends back to submitter
Missing Data Handling
Validation Warnings Soft warnings for unusual values or missing optional fields.
Blocking Errors Cannot proceed when required fields empty or values fail validation.
Request More Info Flow 1. Reviewer clicks "Request Info" 2. Selects fields needing clarification 3. Submitter notified 4. Submitter edits and resubmits 5. New version created automatically
Rules - Rejection requires a reason - Approval locks the project - All decisions recorded in audit trail