To send a commitment for approval, click Send for approval in the top-right of the commitment draft builder. This moves the commitment into In Review and notifies your first approver.
The button stays greyed out until every required field is filled and the project has an approval workflow, a commitment package, and a vendor in place, so not seeing it active the moment you open a draft is normal.
Steps
Open the commitment draft you want to send. The page header carries the breadcrumb and the title Commitment draft. Track where the commitment stands from the status badge beside its name in the toolbar, which reads Draft, In Review, Changes Requested, Approved, Sent, or Executed. Screenshot: The commitment draft builder with the section completion counts and the Send for approval button in the top-right toolbar.
Fill in every section in the left pane until each one shows complete. Each section carries its own count, for example PROJECT 5 of 5 complete, and the toolbar completion ring (for example 19 / 38) tracks overall progress. Your work saves on its own, shown by the All changes saved indicator.
Required to send: Every required section must reach complete before the button unlocks, for example Vendor, Project, Prime, Scope, Task, and Custom. The line under Send for approval reads 2 merge fields left to fill, followed by a clickable take me there. Click it to jump straight to the first required field that is still empty.
Click the approver chip in the toolbar to confirm who reviews this commitment. It reads MC ED · 2 approvers · Sequential and opens the read-only Approval flow panel, which lists the approvers in order. Approvers are set at the project level, so the panel is read-only here. To change who reviews the commitment, edit the chain under Project Setup, Commitment Approvals.
Important: Send for approval locks the commitment for editing and notifies your first approver. Finish every contract detail before you send. The form stays locked while approvers review, though you can click Recall to edit at any time to unlock it, which resets every approver's status back to awaiting review.
Click Send for approval in the top-right of the toolbar. The Send for internal approval window opens, listing the approvers, the package, an optional Message for your approvers, and an Out-of-office bypass toggle. Review it, then click Send for approval again to send.
What happens next
The status badge beside the commitment name changes to In Review. The approver chip changes to show who the commitment is waiting on, for example MC ED · Waiting on Monique · 0/2, and the document package becomes read-only with a lock icon next to the contract. On your dashboard Pipeline tab the commitment moves into the In Review column, and on the project's Commitments tab it counts under Awaiting my approval if you are the current approver. Because routing is Sequential, each approver reviews one at a time using the Approve and Reject buttons, and the next approver is notified only after the previous one approves.
If this doesn't work
If Send for approval is greyed out → hover the button to see every blocker at once. There are four gates: No approval workflow set for this project (click that hint to set one up in project settings), Select a commitment package to send, Select a vendor to send, and N merge fields left to fill. Clear all four and the button turns blue.
If the wrong person is listed as an approver → you cannot change it from the draft. The Approval flow panel is read-only. Open Project Setup, Commitment Approvals and edit the approver chain there, since the same flow applies to every commitment in the project.
If the commitment sits in In Review and nothing seems to happen → it is waiting on the first approver. With Sequential routing each approver is notified one at a time, so the second approver only hears about it after the first one approves.
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