Adding Additional Approval Rules
To add an additional approver rule:
- Select the Project Approval Rules link on the User Roles page.
- Choose Add below the Additional Approver Rules section. An Add Additional Approval Rule dialog box appears.
- Select a rule type in the Type field. The Name field drop-down list is populated with all rules of the selected Type.
Note: The Type list shows all the condition rules and any Organization Approval Rules. Contact your Textura implementation team for help creating or managing Organization Approval Rules.
- Select the rule Name. The rule details appear beneath the name field.
- Choose a Repeats option:
- Every Invoice— Requires approval for every invoice on a subcontract that meets the rule conditions
- First Invoice—Requires approvals for the first invoice on a subcontract that meets the rule conditions.
- Select Apply when all the appropriate rule settings appear in the appropriate fields. A Manage Approvers dialog box appears.
- Select an Approver's name from the Approver 1 drop-down list.
- (Optional) Select Add Approver Level to make a serial rule. A new Approver 2 field appears.
Note: You can use Add Approver Level to add all the conditional approval levels a project requires.
- Select Next when all the appropriate users are added to the appropriate fields. A new Apply Rule to Contracts dialog box appears.
- Select either:
- Apply to all Serial Signatory Approval contracts on the project—Any invoice that meets the conditions requires the additional Approver
- Apply to specific contracts on the project—A new table of subcontracts on the project that use Serial Signatory Approval appears.
Select the subcontracts to which the rule should apply. Any invoice for selected subcontracts that meets the conditions requires the additional Approver.
- Select Apply when all the appropriate contracts are selected. The dialog box closes and the new rule appears in the Additional Approver Rules table.
Other Actions
Use this 
icon to delete or re-prioritize a rule.