Project-Based Approvals

Project-based approvals need all project approvers to unanimously approve a record. If one or more project approvers become invalid, you can do any of the following:

Assign a delegate to approve for an invalid approver. See Delegating Approvals with SuiteApprovals.
Send a request to a final approver to approve the record. See Managing Records as a Final Approver.

Project managers get flagged as invalid approvers when any of the following happen while a transaction is in Pending Approval status or being approved:

The Project Manager gets removed from the project.
The Project Manager gets replaced as the resource in the project.

If an invalid project approver replies with approval or rejection, here’s what can happen:

Neither reply is applied to the document.
The document stays in Pending Approval status.
The Next Approvers list stays the same, including the invalid approver.

If the Project Manager is replaced or removed while a transaction is in Pending Approval status or undergoing approval, the following scenarios can occur:

If the Project Manager is replaced or removed while a transaction is in Pending Approval status or being approved, here’s what can happen:

The project manager stays in the next approvers list.
The project manager can access the transaction record but doesn’t have access to the Approve and Reject buttons.
The replacement project manager isn’t added to the approval matrix when other project approvers have already approved the transaction.

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