Owner and Architect Approval

Serial Approval

To approve or reject payment applications using serial approval:

  1. Select the Apply Serial Approval for (Approver Number) for Draw (Draw – Project Name) link  from the Project Home Page or the Tasks page. The Review/Approve Workflow is displayed.
  2. From the Billing Summary card, review the billing details.
  3. From the Approval Log, view the approvers, the status, and the history of all approvals.
  4. Select Approve. The Approve Payment application dialogue box opens.
    1. Use the Comment to Subcontractor text box to enter a public message for the Subcontractor. This comment is also visible to other Approvers.
    2. To approve: Enter your personal PIN and select the Approve button.

      A Next Step dialogue box confirms the payment application has been approved. The status indicates how many Signatory Approvers have approved it.

  5. (Optional)To restart:
    1. Enter your personal PIN and select the Restart Approval button.

      A Restart Approval dialogue box opens.

    2. In the dialogue box, enter the reason why you chose to restart this approval. If the project uses the Require reason when selecting Restart Approval organization setting, you cannot restart the approval without entering text.
    3. Select the Restart Approval button.

      A Next Step dialogue box confirms the payment application has been restarted.

  6. (Optional) To forward: Enter personal PIN and select the Forward button.
  7. (Optional) To modify, use the Modify button.

Standard Approval

Standard Approval on the system allows any Owner or Architect Approver assigned to the project to approve or reject Main Contractor payment applications.

Note: The Payment application Approver role is assigned on the User Roles page during project setup.

  1. From either the Project Home or Tasks page, select the Approve Payment application link.

    The Review tab in the Billing Workflow displays.

  2. From the Billing Summary card, review the billing details.
  3. Select Approve. The Approve Payment application dialogue box opens.
    1. Use the Comment to Subcontractor text box to enter a public message for the Subcontractor. This comment is also visible to other Approvers.
    2. Select the Approve button.

      A Next Step dialogue box confirms the payment application has been approved.

  4. To reject a payment application:
    1. Choose Reject.
    2. From the Reject Payment application dialogue box, use the text box to add the reason you are rejecting the payment application.
    3. Select the Reject button.
      A Next Step dialogue box confirms the payment application has been rejected.