Stakeholder approvals
Request decisions, make delivery impact explicit, and keep a durable stakeholder decision record.
Portal approvals are for external decisions that do not already have a dedicated approval ledger in their source module.
Request a decision
- Open the portal and select Approvals.
- Choose a canonical record already shared in Content & data, such as a project phase, task, quotation, invoice, contract, subscription, ticket, or work order.
- Enter a clear decision title and review instructions.
- Set an optional decision deadline.
- Enter the estimated schedule impact in days.
- Choose whether the decision blocks the next step.
- Select Request approval.
The approval stores the source identifier and decision context. It does not copy the project, quotation, contract, or deliverable.
Stakeholder decisions
An active Approver or Admin can:
- Approve
- Request changes
- Reject
A reason is required when requesting changes or rejecting. Workestra records the decision, decision maker, time, category, and reason, adds a client-visible activity entry, writes the portal audit event, and notifies the internal requester.
The update is conditional on the request still being Pending, preventing two simultaneous submissions from producing duplicate decisions.
Delivery accountability
Use the deadline, blocking flag, and schedule-impact estimate to make the consequence of delayed stakeholder input visible. These fields are neutral workflow concepts and work for agencies, consultancies, legal review, procurement, implementation, construction, and other approval-led work.