Managing Serial Project Approvers

To manage serial project approvers:

  1. Navigate to the User Roles Page
  2. Choose a user and select the checkbox for Serial Signatory Approver 1. This user must provide the first approval for a project.Once Serial Signatory Approver 1 is selected, a Signatory Approver 2 column displays.
  3. Choose a user for Serial Signatory Approver 2.

    Notes:

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

      Caution: Projects that use Conditional Approval Rules for subcontracts with Serial Signatory Approval do not show Conditional Approvers on the User Roles page. Use the Project Approval Rules link on the User Roles page to see rules and approvers that apply to contracts on a project.