Project-Based Approvals

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

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

Project managers are flagged as invalid approvers when the following actions occur while a transaction is in Pending Approval status or undergoing approval:

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

If an invalid project approver replied with approval or rejection, the following may occur:

Both replies are not applied to the document.
The document remains in Pending Approval status.
The Next Approvers list remains 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:

The project manager remains in the next approvers list.
The project manager can access the transaction record but do not have access to the Approve and Reject buttons.
The replacement project manager is not added to the approval matrix when other project approvers have already approved the transaction.

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