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learn how to approve cost from Projector Web |
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Projector Fundamentals: Time and Cost Management webinar (go to 32:40) is a great resource to learn about Cost Approval Workflows and Permissions in Projector. |
Permissions and Settings
Cost approval is generally a three part process. The three parts are:
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If you have not yet set up your installation's cost approval settings, please see Configure Expense Approval.
Users who have the cost center permission Act as a PM AND have the stage permission Project Managers can transfer cost among projects, and the users with cost center permission Make Pre-Invoicing Adjustments, can transfer cost cards between projects. The cost transfers are automatically approved and don't enforce the project cost entry rules.
Workflow Approval
To approve costs, you must be a cost approver. Cost approvers are determined by the project the cost was submitted against.
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