Adding Approval Groups

Head Contractors can set up Approval Groups for a project. A claim from a contract assigned to an Approval Group is routed to the assigned group instead of the default serial approvers on the project.

To add an approval group:

  1. Navigate to the Project Approval Rules page.
  2. Choose Add below the Approval Group Rules.
    An Add Approval Group Rule dialog box appears.
  3. Enter a Name and choose Next.
    A Manage Approvers dialog appears.
  4. Select an Approver's name from the Approver 1 drop-down list.

    Notes:

    • The list shows all the Approvers in your organisation who are not already assigned to the project.
    • If you start typing a user's name, the autocomplete feature will show only names that match.
    • You can add multiple users to Approver roles. After selecting your first user, start typing again and matching users will appear.
  5. (Optional) Select Add approver to make a rule.
    A new Approver 2 field will appear.
  6. Select OK when all the appropriate users are added to the appropriate fields.
    A new dialog box shows a table of subcontracts on the project.
  7. Select the subcontracts that should be approved by the new group.

    Note: A contract can only be assigned to one approval group. If you select a contract that is already assigned to a group, the contract is reassigned to the new group.

  8. Select OK when all the appropriate contracts are selected.
    The dialog closes and the new group appears in the Approval Group Rules table.

Tip:

Use this icon in Approval Group Rules to delete a group.