Expand Steps

  1. Ensure your approvers are assigned the Claims Approver user permission.

    See Updating a User Profile for Head Contractors for how to make changes to a user profile.

  2. Set up serial approval in your project settings.

    From the Period section, select the Require serial approval signatures on progress claims option.

    See the Period Settings topic for more information on this and other period-related project settings.

  3. Assign signatory approvers on the User Role page.

    To specify who will review and sign a submitted Subcontractor document and in what order, assign the Serial Signatory Approvers project role. The number assigned to a user signifies the order in which your serial signatory approvers will approve and sign a document.


Last Published Wednesday, April 3, 2024