Overview
Financial approval workflows allow users to establish custom workflows and approval sequences for use within their project budgets. These workflows also apply across other financial modules, including Budget Changes, Contracts, Change Orders, and Invoices, ensuring seamless approval processes throughout the platform.
Prerequisite
You must have an Administrator account to create and manage these workflows.
Process
Navigate to Workflow Templates
From the left-hand menu, select Lists & Templates.
Scroll down to Financial Approval Workflows and click View Approval Workflow Templates.
Create a New Template
Click Add Template in the top right.
Name your template.
Set Workflow Options
Use the toggles on the top bar:
Sequence Toggle: Enforce a step-by-step approval order.
Approval Limit Toggle: Define the maximum amount each role or employee can approve.
Add Approvers and Limits
Select roles or employees from the dropdown.
Assign approval limits:
Example: An Associate can approve budgets under $50,000, a Project Manager under $150,000, and a Vice President with no limit.
Reorder approvers by dragging their names, or delete them using the trash icon.
Save Your Template
Once the workflow is configured, click Save in the top-right corner.
Benefits
By leveraging approval workflows in INGENIOUS.BUILD, you ensure budget accuracy, establish clear accountability, and prepare for seamless integration with other financial modules.
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