Project Application Approval Process

Overview

This skill guides the project application approval process with four key steps:

1. Department Review (部门初审)
2. Finance Review (财务审核)
3. Technical Review (技术评审)
4. Executive Approval (高层审批)

When to Invoke

Invoke this skill when:

• User needs to conduct project approval process
• User asks for help with department review
• User needs to perform finance review
• User needs technical committee review
• User needs executive approval

Input Documents Required

Before starting, ensure these documents are available:

• Project Application Form (SYS-PI-PA-001)
• Project Application Report (SYS-PI-PA-002)
• Investment Budget Detail (SYS-PI-PA-003)
• Project Charter Summary (SYS-PI-PA-004)
• Business Case Summary (SYS-PI-PA-005)
• Technical Feasibility Statement (SYS-PI-PA-006)
• Functional Requirements List (SYS-PI-PA-012)
• Project Presentation (SYS-PI-PA-011)

Approval Flow

Submit Application → Department Review → Finance Review → Technical Review → Executive Approval → Result Processing

Process Steps

Step 1: Submit Application

Owner: Project Manager Time: 0.5 days

Key Activities:

1. Prepare application materials
2. Fill approval form
3. Submit for review

Completion Criteria:

• [ ] All materials prepared
• [ ] Materials reviewed and signed
• [ ] Successfully submitted

Step 2: Department Review

Document: SYS-PI-PA-007 Owner: Business Owner Time: 1 day

Review Content:

• Project Background Review
• Project Objectives Review
• Project Scope Review
• Business Value Review

Completion Criteria:

• [ ] Background clear
• [ ] Objectives measurable
• [ ] Scope reasonable
• [ ] Value clear
• [ ] Signatures complete

Step 3: Finance Review

Document: SYS-PI-PA-008 Owner: Financial Manager Time: 1 day

Review Content:

• Investment Budget Review
• Cost Detail Review
• Annual Investment Review
• Financial Indicators Review
• Funding Source Review

Completion Criteria:

• [ ] Budget reasonable
• [ ] Calculation accurate
• [ ] Indicators excellent
• [ ] Source clear
• [ ] Signatures complete

Step 4: Technical Review

Document: SYS-PI-PA-009 Owner: CTO/Technical Committee Time: 1 day

Review Content:

• Technical Architecture Review
• Core Technology Review
• Performance Indicators Review
• Technical Feasibility Review
• Technical Support Review

Completion Criteria:

• [ ] Architecture reasonable
• [ ] Technology mature
• [ ] Indicators achievable
• [ ] Risk controllable
• [ ] Signatures complete

Step 5: Executive Approval

Document: SYS-PI-PA-010 Owner: Project Sponsor/General Manager Time: 0.5 days

Approval Content:

• Comprehensive Assessment
• Project Approval
• Budget Approval
• Team Authorization

Completion Criteria:

• [ ] Assessment comprehensive
• [ ] Decision clear
• [ ] Budget approved
• [ ] Authorization clear
• [ ] Signatures complete

Step 6: Process Approval Result

Owner: Project Manager Time: 0.5 days

Key Activities:

• Result Notification
• Result Processing

Completion Criteria:

• [ ] Notification timely
• [ ] Processing timely
• [ ] Execution in place

Output Documents

No.	Document Name	Document Code	Owner	Status
1	Department Review Record	SYS-PI-PA-007	Business Owner	⏳ Pending
2	Finance Review Record	SYS-PI-PA-008	Financial Manager	⏳ Pending
3	Technical Review Record	SYS-PI-PA-009	CTO	⏳ Pending
4	Executive Approval Form	SYS-PI-PA-010	Project Sponsor	⏳ Pending

Approval Standards

Approval Timeline

Approval Step	Time Required
Department Review	1 work day
Finance Review	1 work day
Technical Review	1 work day
Executive Approval	0.5 work day
Total	3.5 work days

Approval Sequence

1. Department Review → Finance Review → Technical Review → Executive Approval
2. Cannot proceed to next step if previous step not passed
3. Parallel approval possible in special cases

Review Checklist

Before marking complete, verify:

• [ ] All four approval documents created
• [ ] All approvals reviewed and approved
• [ ] Document codes correct
• [ ] Signatures complete
• [ ] Files saved to correct location

References

• Project Application Form: SYS-PI-PA-001
• Project Application Report: SYS-PI-PA-002
• Investment Budget Detail: SYS-PI-PA-003
• Process Standard: approval-process.md

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Backup Location: 03-skills/approval-process-skill.mdOriginal Location: .trae/skills/approval-process/SKILL.mdCreated: 2026-03-13 Version: 1.0