Customising Project Level Progress Claim Rejection Responses
As a Project Manager, you can create a custom list of rejection reasons and good faith statements for Progress Claim Approvers to use during the progress claim approval process. The rejection text is displayed for all approval methods.
Your organisation may have set up some organisation-level rejection text that is available on all projects. For more information, see topic Managing Organisation Level Rejection Responses.
Your access to the settings is dependent upon user roles and permissions.
- Only Project Managers with the Create Project permission can access the Project Settings page.
- Only Local and Enterprise Administrators can edit custom rejection text on the My Organisation Settings page.
To select or set up project-level rejection text for individual projects:
- Navigate to the My Organisation Settings Page.
- From the Period Settings section, select the Allow rejection reasons and WB modification responses checkbox and choose the Manage progress claim rejection reasons and WB modification responses link.
- From the Manage Project Reasons dialog box, select the rejection response you want to use for Good Faith Statement, progress claim Rejection, and WB Line Modification.
- To add a custom reject notice:
- For each type (Good Faith Statement, Progress Claim Rejection, and WB Line Modification), enter a response in the text box.
- Select the + icon to add the response.
- Select Close.
Last Published Wednesday, July 10, 2024