Managing Serial Project Approvers

To manage serial project approvers:

  1. Navigate to the Serial and Parallel Approvals Page
  2. From the Serial and Parallel Approvals page, select the Serial tab.
  3. Select + (Add).

    An Add Approver drawer opens.

  4. From the Select Approvers drop-down list in the Add Approver drawer, choose a user to add as the first serial approver.

    The selected user's name and the number 1 display in the Select Approvers drop-down.

  5. (Optional) Select additional users to add to the default serial approval group.

    Each time you select a user, their name displays in the drop-down alongside a number signifying how many users you added to the first serial approval level.

  6. Select Update.
    • The selected users display in the Default Group table on the Serial and Parallel Approvals page.
    • The number 1 displays in the Approver Level column, signifying the chosen users will approve a progress claim first.
  7. Repeat steps 4 through 7 to add a second approver level.
  8. Continue to add users to approver levels.
    • The selected users display in the Default Group table on the Serial and Parallel Approvals page.
    • The second time you add users, the number 2 displays in the Approver Level column, signifying the chosen users will approve a progress claim second. The third time you add users, the number 3 will display.

      Notes:

      • A project can have up to 20 Serial Approvers.
      • Once Subcontractors submit progress claims, Approvers are prompted to approve. Approvers must approve in a specific order.