Note : You can endorse a Concept/Business Case only if you are an Executive Sponsor/SRO/Project Sponsor/Project Owner.

Step 1 

You can access the record you want to endorse using either one of the following ways :

1. Email : 
You will receive an email notification from SDZ in case     a record has been submitted to you for endorsement. 

2. Notification within SDZ : 
You can view the record by clicking on the notification that informs you about the record that has been sent for endorsement.
3. P3M : 
  • Click on P3M > Portfolio Planning to navigate to the Workspace.
  • Use the toggle button to switch to the Detailed view. 
  • Review the details of the Concept/Business Case by navigating through the menu on the left.

Note : As an Executive Sponsor for the business case, you can choose to either Endorse or Send Back the business case you have been assigned with.
If you click on Endorse, the business case will progress to the next review stage whereas on click of Send Back, the business case will be sent back to the owner with your comments in support of your decision.

Step 2 

Click on More Actions and then on Endorse to endorse the business case.



It is recommended that you enter a final comment after your decision so that the author of the record is notified of the reasons for the decision.