Approving or Rejecting Payment Application Parallel Approval

To approve a subcontractor payment application:

  1. Select the Approve/Reject Payment applications link from the Project Home Page, Draw Home page, and Tasks page.
  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.
  8. Choose Click Here to Continue at the top of the page.

    Note: Your approval and comments are visible to other Approvers when they access the Approve Subcontractor's Payment application page.

To reject a subcontractor payment application:

  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 Reject.The Reject 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 Reject button.

      A Next Step dialogue box confirms the payment application has been rejected. The Subcontractor receives an email confirming the payment application was rejected.

      (Note: The rejected payment application displays as orange or yellow on the Manage Payment applications page until the Subcontractor resubmits.