Setting Up Project Approvers
Make sure you've already enabled the required features for project-based approvals. For more information, see Enabling Prerequisite Features for SuiteApprovals.
If an approval rule includes a project manager, it uses the employee in the Project Manager field of the project record as the approver. However, project managers listed under the Resources subtab of the Project record are not used by the SuiteApp. For more information about project approvers, see SuiteApprovals Terminology.
To access a project record, go to Lists > Relationships > Projects > New. For more information about project records, see Creating a Project Record.
To set an employee as a project manager:
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Go to Lists > Employees > Employees.
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Click Edit next to the name of the employee who's the project manager.
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On the Human Resources subtab, check the Project Resource and Project Manager boxes. For more information about assigning an employee to manage projects and project tasks, see Entering Human Resources Information for an Employee.
When you've set the employee as a project manager, you can create a project record to set up project resources and link the project to supported record types. For more information, see Creating a Project Record.