Concepts

Tasks

Settings

Adding Projects to Approval Routes

Your site’s approval settings determine if projects require approval. When a project is sent for approval, the route selected is based on the project that is being approved. Each approval route for projects can identify the project or projects it can be used with. Alternatively, on the project itself, you can add the project to a new or existing route. Approval route selection is not based on the project’s GL account segment.

For approval purposes, the value of the project is determined as follows:

•	If the project does not have planned costs, the project’s estimated cost is used. The estimated cost includes the cost of the project’s sub-projects

•	If the project has planned costs, the project’s total planned cost is used. The planned costs used include the sub-projects’ planned costs

The system uses the project hierarchy to push the project’s approval status down to the sub-projects. When a project’s approval status changes to “sent for approval”, “approved”, “rejected”, or “redrafted”, the status is also applied to all of the project’s sub-projects. The project’s approval status is not applied to sub-projects that are being approved separately.

Project statuses are flexible. Depending on your site settings, certain actions (such as editing) might or might not be allowed when a project is waiting for approval, approved, or rejected.

You can create an approval route for a project and its sub-projects or for a single project only. This topic explains how to select an approval route for an existing project. You can only select approval routes that are owned at the same site as the project.

Tip: You can also browse for projects in the Approval Route window, Projects tab.

To Link a Project to an Existing Approval Route

1.	On the site’s Work Management view, select the Projects tab and open the project for which you want to select an approval route. The Project window appears showing the Properties view.

2.	Make sure that editing is enabled.

3.	Select the Approver tab.

4.	Select whether the project is to be approved separately or with its parent project:

•	Project will be approved separately – The project has its own approval status. You can also select or create the project’s approval route

•	Approval originates with a higher level project – The project’s approval status is based on the status of its parent project. You cannot select an approval route for the project. The project is approved on the same route as its parent project

5.	If the project is to be approved separately, click Add to Approval Route. The Add Project dialog is displayed.

Tip: You can also click New to create an approval route. See Creating Approval Routes.

6.	From the Approval route list, select the route to which you want to add the project. Only routes that can approve projects at the project’s site are available to be selected.

7.	Click OK. The project is now listed on the approval route.

8.	Save and close the project.