Managing a Project Appraisal
James Gold avatar
Written by James Gold
Updated over a week ago

Creating a Project Appraisal

Navigate to Appraisals

Select Create Appraisal

Enter Appraisal details

Once details have been completed select create

Appraisal Status

Select the Status bar to change the Appraisal status

If you select Invest the Appraisal will be converted to a Definition

Appraisal Notes

Select the notes Icon

Select Add note

Select the save and/or delete Icon to save or delete a note

Sharing an Appraisal

Select the share Icon

Select invite users

Choose the user(s) to invite to the Appraisal then select share

These users will now have access to the Appraisal depending on the access level given

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