Log in to the HTML5 client.
Select the Portfolio Ranking workspace.
Select a Portfolio folder in the Data Selector.
Select either the Budget (
) mode or the KPI (
) mode.In the spreadsheet, click on the Gear (
) button of the Business Case you want to pre-approve, and select the Edit the object command.In the Focus Mode full screen view, select the Administration tab, Definition sub-tab.
Click on the Workflow Actions (
) button and then select the "Pre-Approved" Workflow State.
Note
Portfolio Managers need to have "Write" permissions to take this action.