Conditional Approval Rules Send Payment Schedules to Alternate Approvers
Head Contractors can now create conditional approval rules. Conditional approval rules send progress claims undergoing assessment to additional Approvers based on approved claim attributes or send them to alternate Approvers based on project needs.
Head Contractors can work with their Textura implementation teams to create organisation rules that add Approvers based on approved values or thresholds. Other additional Approver rules are based on standard conditions. A Project Manager can select rules for a project and assign contracts to them. Claims from an assigned contract are then sent to additional Approvers after default the Approvers on the project.
Head Contractors can also set up alternate approval groups for a project. A Head Contractor can assign contracts to those groups. A progress claim from an assigned contract is routed to the selected approval group instead of the Approvers assigned to the project.
Highlights
- Head Contractors can work with their Textura implementation teams to set up additional Approver rules
- Eight types of Additional Approver Rules are available
- Organisation Approval Rules are triggered when a claim meets a custom threshold or value:
- Contract Value
- Assessed claim value
- Billed to Date Value
- Percent Complete
- Condition Rules are triggered when a claim meets a specific condition:
- Retention Release Claim
- Material Billing Claim
- Stored Material Claim
- Full and Final Claim
- Users with Create Project permissions can access the Project Approval Rules screen to create approval group rules and/or assign additional Approver rules
- Additional Approver rules apply to all contracts listed in the rule
- Approval from an Approver who is listed under more than one group is only required to approve a progress claim once; the single approval is applied for each for each rule
- Approval group rules apply to all contracts listed in the rule; a contract can only exist in one group
For more information, see the Organisation Rules and Manage Conditional Approval on a Project help topics.
Last Published Wednesday, August 7, 2024