Concepts

Tasks

Settings

Setting up Approvals for Projects

To use APM’s document approval function with projects, identify projects as requiring approval at your site and set options for the approval process. This topic describes how to set up approvals for projects.

After entering approval settings, you must set up authorized employees as approvers and create approval routes in order to use approvals with these documents.

To Set up Approvals for Projects

1.	Select the site’s Approvals view, Settings tab, and then select the Approval Settings node in the tree.

2.	Select the Projects tab.

3.	Click Edit to modify the site settings. The Edit button is replaced by the Save button.

4.	Select Projects.

5.	Select the value that approval is based on. The options are:

•	Value of the project – Approval is based on the total value of the document

•	Change since previous request – Approval is based on the net change in the value of the document. For example, if the document was approved for $1000 and then redrafted and changed to $1,150, re-approval is required for the $150 difference.

6.	Click Save.