Expand Steps

Note: Some of the below links go to Main Contractor help topics. As an Owner working as a Main Contractor on a project, you will follow similar workflows.

  1. Ensure your approvers are assigned the Payment Application Approver user permission.

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

  2. Set up serial approval in your project settings.
    • From the Subcontract section, select the Signature Serial Approval option for the Default Subcontractor Payment Application Approval Method for New Subcontracts.
    • From the Period section, select the Require serial approval signatures on payment application option.

    See the Subcontract Settings and Period Settings topics for more information on these and other subcontract and period-related project settings.

  3. Create a document set.

    A document set includes the documents you expect a Subcontractor to sign while submitting their billing documents. These documents, at minimum, include a payment application and a VAT invoice, but you can also require an additional document, supplement, pay-app cover sheet, and payment certificate. You can assign a unique document set to individual subcontracts.

    In order to use the serial signatory approval method, the documents chosen for your document sets must allow multiple approval signatures.

  4. Assign a document set.

    If a Subcontractor is required to submit documents which differ from the project's default document set, use the Assign Document Sets page to select and assign an available document set to the organisation.

  5. Set up a conditional approval rule.

    Conditional approval rules tell the application how to approach payment application approval based on set criteria. A payment application from a contract assigned to an approval group is routed to the assigned group instead of the default Approvers on the project.

    When the number of signatory approvers required to approve a payment application for a specific contract is greater than the number of approvers required for default project documents, you will need to create a conditional approval rule to ensure your document and signing order are compatible with one another.

    Note: Only default Approvers are assigned on the Manage Project Users page. Default approval cannot be modified on the Project Approval Rules page. 


Last Published Wednesday, April 3, 2024