Account > Approval processes (Used in Opportunities, Timesheets, Expenses, and Purchases modules) Modify | Delete This feature allows you to set up multi-level approvals for proposals, timesheets, expense reports, purchase requests, and POs, and to define and set rules for automatic timesheet, expense report, purchase request, and PO approvals. Note: Project-based approvals apply to Timesheets, Expenses, Purchases and Resources (bookings) modules only. To create a new approval process: 1. Click on the Account tab. 2. Select "Approval process" from the "Create..." drop-down menu. 3. Name the approval process in the "New approval process" dialog. 4a. Use the dialog "Sequence number" drop-downs to set the order in which an item will be sent to an approver. (Note: If you assign multiple users the same sequence number, they will be able to perform approvals at the same time.) 4b.Select the approver(s) from the "Approver name" drop-downs. The dropdown lists all active users, as well as a selection for [Manager] and [Manager's manager]. Manager is designated in the user demographic form (Account > Users > [select user ID] > Demographic). The [Manager] terminology is customizable in My Account > Company > Terminology. In the case of project-based approvals, the [Manager] is the manager of the user who is the owner of the project. If there is no manager selected for a particular user, the approval is automatic. 5. Click on the "Create" button in the "Auto-approve rules" column. This will call up the "Auto-approve rules" dialog box. If desired, you can choose specific criteria that will allow a timesheet, expense report, expense authorization, purchase request, or PO to be automatically approved. (For example, you can allow a timesheet with "fewer than or equal to" 40 hours per week to be automatically approved. Any timesheet with more than 40 hours would need the approver's okay.) If needed, you can set specific auto-approve rules for each approver you select for an approval process. (Note: You cannot create auto-approve rules for proposals.) You can also configure ranges for auto-approval rules. This accommodates a scenario where approvals below a certain number should be routed for review to one individual, approvals above the first number but less than a second number to a different individual, and approvals above the second number to yet a third individual. To configure a stepped expenses auto-approval rule, for example, check the box "Automatically approve an expense report when the total value is: …” For Approver #1: Expenses greater than or equal to $500. #2: Expenses NOT between $500.01 and $9999.99. #3: Expenses less than $10000. Under this rule, Approver #1 will only see expenses below $500. All others will be auto-approved and will not be routed to approver #1. Approver #2 will see expenses between $500.01 and $9999.99. Expenses outside this range will be auto-approved and will not be routed to this approver. Approver #3 will see only expenses of $10,000 and over. All others will be auto-approved and will not be routed to this approver. 6. If you create an auto-approve rule, click on "OK" in the "Auto-approve rules" dialog. This will return you to the "New approval process" dialog. Once you have set all your process criteria, click on "Save." To modify an existing Approval process: 1. Click on the Account tab. 2. Click on the "Approval processes" link. 3. Click on the name of the approval process you want to change. 4. Make your changes in the "Edit approval process" and/or "Auto-approve rules" dialog(s). 5. Click on "Save." To delete an Approval process: 1. Click on the Account tab. 2. Click on the "Approval processes" link. 3. Click on the name of the approval process you want to delete. 4. Click on the "Delete" button in the "Edit approval process" dialog. (Note: You cannot delete an approval process that has been assigned to users. You must first assign a different process to those users.) How would I create Project-based approvals?