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After opening the project, click the Operations icon in the toolbar at the top of your page.


The workflow will list display various milestones (e.g. Sales Requirements), and each milestone has specific tasks associated with itthat must be completed. A milestone approval request can be sent at any time by clicking SEND FOR APPROVAL

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The milestone status will change to Pending Primary Approval underneath the milestone name.


When the milestone has been approved, the milestone status will update to Milestone Complete.

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