Approval Chains and More

Manage document workflows with Approval Chains; update approval chains, Release of Liens, Payment Terms and Set Retainage

Updated over a week ago

Introduction

Approval Chains are simple ways to set an order to who must see a document before it can be approved.  If my project requires the project manager (me) to receive all submittals and then send them to the architect for review I would set my approval chain as

  1. me

  2. the architect

Set approval chains

To set the approval chain for any document type go to the dashboard and then:

  1. Open the project.

  2. On the Project page, select Project Settings.

  3. On the Project Settings page, you will see a documents tab in the left hand navigation bar.  Select the document type you want to update and you will be able to edit the approval chain.

Change Order Approval Chain:

  • Update Controller

  • Add or remove approver to the Back Charge Change Orders

  • Add or remove approver to Owners Change Orders

  • Add or remove approver to Contingency Change Orders 

Invoice Approval Chain:

  • Add or remove an approver

Pay Apps Approval Chain:

  • Add or remove an approver

  • Update Project Retainage

  • Upload Release of Liens

  • Update Payment Terms


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