Expand Steps

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

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

    See Updating a User Profile for General Contractors 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 Invoice Approval Method for New Subcontracts.
    • From the Draw section, select the Require serial approval signatures on invoice option.

      See the Subcontract Settings and Draw Settings topics for more information on these and other subcontract and draw-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 an invoice and an unconditional lien waiver, but you can also require conditional lien waivers and sworn statements. 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 organization.

  5. Set up a conditional approval rule.

    Conditional approval rules tell the application how to approach invoice approval based on set criteria. An invoice 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 an invoice 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