Managing Serial Project Approvers

To manage serial project approvers:

Navigate to the Project User Roles Page
Either:
- From the Project Setup menu at the top of any project page, select User Roles.
- From the Actions column of the Project List on the Home page, select the Project Roles icon.
Select Edit Serial and Parallel.
The Serial and Parallel Approvals page displays.
From the Serial and Parallel Approvals page, select the Serial tab.
Select + (Add).
An Add Approver drawer opens.
From the Select Approvers drop-down list in the Add Approver drawer, choose a user to add as the first serial approver.
The selected user's name and the number 1 display in the Select Approvers drop-down.
(Optional) Select additional users to add to the default serial approval group.
Each time you select a user, their name displays in the drop-down alongside a number signifying how many users you added to the first serial approval level.
Select Update.
- The selected users display in the Default Group table on the Serial and Parallel Approvals page.
- The number 1 displays in the Approver Level column, signifying the chosen users will approve an invoice first.
Repeat steps 4 through 7 to add a second approver level.
Continue to add users to approver levels.
- The selected users display in the Default Group table on the Serial and Parallel Approvals page.
- The second time you add users, the number 2 displays in the Approver Level column, signifying the chosen users will approve an invoice second. The third time you add users, the number 3 will display.
  Notes:
  - A project can have up to 20 Serial Approvers.
  - Once Subcontractors submit invoices, Approvers are prompted to approve. Approvers must approve in a specific order.

Next Topic: Applying Serial Approval