PMBOK Guide Accelerator › Document Review and Approval Processes › How to Work with the Document Approval Process

How to Work with the Document Approval Process

The document approval process pertains to the product description and project charter documents, both of which go through a similar workflow.

The following are the approval tasks for the documents related to the management of a typical PMBOK Guide project:

1. The project manager defines the resources who review and approve the documents that require a review and approval.
2. The project manager creates and saves the document.
3. The project manager submits the document for approval. The document is locked from further updates and the approval process is initiated.
4. The reviewer does one of the following:
   • Approves the document. The status of the action item changes to "Approved", and the document Approval Status is set to "Approved".
   • Rejects the document. The status of the action item changes to "Rejected", and the document Approval Status is set to "Rejected".

   Note: If reviewers reject the document, the status of the action item changes to "Rejected" even if other reviewers approve the document, or leave the document status as "Open".

   Once all reviewers assigned to the project complete their review of the document and approve the document, the process changes the status of the document to "Approved". The review process ends.