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Submit Documents for Review

All documents require review. When you submit a document for review, the document approval or document review process starts. The process that is triggered to start depends on the type of document. The reviewer receives an action item to review and to approve the document.

Note: The scope management plan, quality management plan, and risk identification - SWOT analysis documents cannot be submitted for review.

Follow these steps:

  1. Open a project.
  2. Open a document.
  3. As a project manager, you can change the resources that are identified as reviewers. Edit the names that are listed in the Reviewers field.
  4. In the General section, select the Submit for Review check box and click Save.

    The document is submitted for review and all fields are read-only.

More information:

PMBOK Document Review and Approval Processes

How to Work with the Document Approval Process

How to Work with the Document Review Process