Customizing Project Level Invoice Rejection Text

As a Project Manager, you can create a custom list of rejection reasons and good faith statements for Invoice Approvers to use during the invoice approval process. Some state statutes may require standardized good faith statements and reasons for each invoice rejection reason. The rejection text is displayed for all approval methods.

Your organization may have set up some organization-level rejection text that is available on all projects. For more information, see topic Managing Organization Level Rejection Responses.

Your access to the settings is dependent upon user roles and permissions.

Only Project Managers with the Create Project permission can access the Project Settings page.
Only Local and Enterprise Administrators can edit custom rejection text on the My Organization Settings page.

To select or set up project-level rejection text for individual projects:

Navigate to the Project Settings Page
- Once the Owner Project Participants page is completed, the system displays the Project Settings page.
- After creating a project, choose Project Settings under the Project Setup menu at the top of any page.
From the Draw Settings section, select the Allow rejection reasons and SOV modification responses checkbox and choose the Manage invoice rejection reasons and SOV modification responses link.
From the Manage Project Reasons dialog box, select the rejection response you want to use for Good Faith Statement, Invoice Rejection, and SOV Line Modification.
To add a custom reject notice:
1. For each type (Good Faith Statement, Invoice Rejection, and SOV Line Modification), enter a response in the text box.
2. Select the + icon to add the response.
Select Close.

Next: Deleting Invoice Rejection Reasons