Setting Up Project Approvers
Ensure that the required features for project-based approvals are already enabled. For more information, see Enabling Prerequisite Features for SuiteApprovals.
An approval rule that includes a project manager uses the employee in the Project Manager field as the approver. However, in approval rules, project managers listed under the Resources subtab of the Project record are not accessed 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.
Complete the following procedure to set an employee as a project approver.
To set an employee as a project manager:
-
Go to Lists > Employees > Employees.
-
Beside the name of the employee who is the project manager, click Edit.
-
On the Human Resources subtab, check the Project Resource and Project Manager boxes. For more information about assigning the employee to manage projects and project tasks, see Entering Human Resources Information for an Employee.
After setting the employee as a project manager, you can now 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.