Managing Serial Project Approvers
To manage serial project approvers:
- Navigate to the Serial and Parallel Approvals Page
From the Project User Roles page, select Edit Serial and Parallel.
The Serial and Parallel Approvals page displays.
- From the Serial and Parallel Approvals page, select the Serial tab.
- Select + (Add).
An Add Approver drawer opens.
- 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.
- (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.
- 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.
- Repeat steps 4 through 7 to add a second approver level.
- 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.
Last Published Friday, May 15, 2026