Conditional Approval Rules Send Payment Applications to Alternate Approvers
Main Contractors can now create Conditional Approval Rules. Use Conditional Approval Rules to send Payment Applications to alternate Approvers (Approval Group Rules) or to send Payment Applications to additional Approvers based on Payment Application attributes (Additional Approver Rules).
Main Contractors can set up Approval Group Rules for a project and assign subcontracts to those groups. An Payment Application from a subcontract assigned to an Approval Group is routed to the assigned group instead of the Serial Signatory Approvers on the project. A Main Contractor can also select Additional Approver Rules for a project and assign subcontracts to them. Any Payment Application for selected subcontracts that meets the conditions is then sent to additional Approvers after Serial Signatory Approvers on the project.
Main Contractors can work with their Textura implementation teams to create Organisation Approval Rules that add Approvers based on Payment Application values or thresholds. These rules can be selected under Additional Approver Rules on the Project Approval Rules screen. Other Additional Approver Rules are based on standard Payment Application conditions.
Highlights
- Conditional Approval Rules only apply to subcontracts with Serial Signatory Approval.
Main Contractors can work with their Textura implementation teams to set up Additional Approver Rules.
- Eight types are available.
Organisation Approval Rules are triggered when a Payment Application meets a custom threshold or value: | Condition rules are triggered when a Payment Applicationmeets a specific condition: |
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Users with Create Project permissions can access the Project Approval Rules screen to create Approval Group Rules and/or assign Additional Approver Rules. Find the Project Approval Rules link on the Manage Project Users screen.
Additional Approver Rules apply to Payment Applications for selected subcontracts that meet the conditions.
Approval Group Rules apply to all Payment Applications for subcontracts listed in the rule. A subcontract can only exist in one group.
- If an Payment Application meets Additional Approver Rule conditions and is included in an Approval Group, the Approval Group Rule is applied first.
For more information, see Organisation Approval Rules and Manage Conditional Approval on a Project.
Last Published Wednesday, August 7, 2024