Project managers can be assigned per contract. Once a project manager is assigned to a contract, any submitted expense items costed to that contract must be approved by the project manager before the approval manager can submit the report they are attached to. Regular approvers cannot take any actions against expense items awaiting project manager approval (super approvers are not affected by this rule).
Creating a Project Approval Group
Initial Setup
Right-click within the grid, or left-click an existing group in the grid and click the menu icon
, then select Add New. This opens the Project Approval Group Edit window.
Select the company and the contract for which you are creating the group from the drop-down menus at the top of the window.
Adding a project manager
To add a project manager, right-click within the grid and select Add New. This opens the Project Approver – Add window.
Enter the level of the project manager you wish to add. If you only wish to add one manager, leave this as the default value (1). If you are adding multiple managers, the level relates to the position this manager will occupy in the approval hierarchy for the contract. The level one approver will be sent all items within their approval limit, while items exceeding their approval limit will be sent to the level two approver. If an item also exceeds the level two approval limit, it will instead be sent to the level three approver, and so on.
Select which list you would like to select the manager from. If you select User, the Approver drop-down will contain a list Expenses users with the Project Approver user role. If you select Group, it will contain a list of Expenses user groups. If you select Organisational Hierarchy, it will contain the HR fields from ERP+ (Manager, Supervisor, Director, Reports To).
Select the approver you wish to assign to this level from the Approver drop-down menu.
Enter the Approval Limit for the manager. This is the maximum value of an expense item that this manager is authorised to approve. For the workflow to be functional, level two must have a higher approval limit than level one, level three higher than level two, and so on. The highest level manager will always have an unlimited approval limit to prevent expense items from getting stuck in the workflow.
Click
to add the manager. They will then appear in the grid.
Modifying a project manager
Right-click the project management level you wish to modify, or left-click the level and click the menu icon
, then select Modify. This opens the Project Approver – Update window.Edit the details as necessary.
Click
to save your changes.
Deleting a project manager
To delete a project manager, right-click the manager or left-click the manager and click the menu icon 
, then select Delete. The project manager will be removed from the grid. Note that there must be at least one project manager still in the project approval group to be able to save it. If you wish to delete the entire group, see below for instructions.
Modifying a Project Approval Group
On the Project Approval Groups screen, right-click the group you wish to modify, or left-click the group and click the menu icon
, then select Modify. This opens the Project Approval Group Edit window for that group.Edit the project managers as necessary. Note that the Company and Contract fields are locked – if you wish to make a project approval group for a different contract, you must create an entirely new one.
Click
to save your changes.
Deleting a Project Approval Group
On the Project Approval Groups screen, right-click the group you wish to delete, or left-click the group and click the menu icon
, then select Delete. Alternatively, click the trash can icon 
in the Delete column. You will receive a popup message asking if you are sure.
Click
on the popup to confirm the deletion.