ProcureDesk

This guide provides a detailed walkthrough on how to set up a project approver workflow for project codes. By following this guide, you will be able to configure workflows that ensure approvals are managed efficiently and routed to the correct approvers assigned to individual project codes.

Before you begin, ensure you have the following:

Under Configurations &gt; navigate to Manage Project Code.

Ensure that the 'Project Approvers' are set for all the projects.

- Under Configurations &gt; navigate to Manage Project Code.
- Ensure that the 'Project Approvers' are set for all the projects.

Step 3: Navigate to Workflow Configurations

Within Configurations, select "Manage Workflows". This is where you can view, edit, clone, and add new workflows.

- Within Configurations, select "Manage Workflows". This is where you can view, edit, clone, and add new workflows.

Look for the option to “Add new workflow” and click on it. This will open a new workflow creation form.

- Look for the option to “Add new workflow” and click on it. This will open a new workflow creation form.

Workflow Name: Enter a descriptive name for your workflow, such as “Project Approver Workflow”.

Workflow Scope: Select the type of document the workflow will apply to. Options might include Invoice, PO Invoice, PO, Request Purchase, and Expenses.

- Workflow Name: Enter a descriptive name for your workflow, such as “Project Approver Workflow”.
- Workflow Scope: Select the type of document the workflow will apply to. Options might include Invoice, PO Invoice, PO, Request Purchase, and Expenses.

If there are specific conditions that must be met for the workflow to be initiated, select these conditions. If no specific conditions are needed, select “All”.

- If there are specific conditions that must be met for the workflow to be initiated, select these conditions. If no specific conditions are needed, select “All”.

Click on “Add level” to define the approval steps.

Select the “Project approver” option under workflow type. This ensures the workflow will route to the approvers assigned to the individual project codes.

- Click on “Add level” to define the approval steps.
- Select the “Project approver” option under workflow type. This ensures the workflow will route to the approvers assigned to the individual project codes.

- The workflow scope defines the type of document the workflow is designed for, such as Invoices or Purchase Orders.
   

Can I edit a workflow after it’s been created?

- Yes, workflows can typically be edited through the Manage Workflows section in the admin panel.

- <a href="https://help.procuredesk.com/en/articles/9930919-how-to-update-the-project-approver-on-the-project-code">Read here: How to update the Project Approver on the Project Code?</a>

1. What is a Workflow Scope?
 - The workflow scope defines the type of document the workflow is designed for, such as Invoices or Purchase Orders.
 
2. Can I edit a workflow after it’s been created?
 - Yes, workflows can typically be edited through the Manage Workflows section in the admin panel.
3. How can I change the Project Approver?
 - <a href="https://help.procuredesk.com/en/articles/9930919-how-to-update-the-project-approver-on-the-project-code">Read here: How to update the Project Approver on the Project Code?</a>

The workflow isn’t routing to the correct approver.

- Double-check the project codes and approvers assigned. Make sure they are correctly configured within the workflow settings.

1. The workflow isn’t routing to the correct approver.
 - Double-check the project codes and approvers assigned. Make sure they are correctly configured within the workflow settings.

Introduction

Prerequisites

Step-by-Step Instructions

Step 1: Access the Admin Panel

Step 2: Go to Configurations

Step 3: Navigate to Workflow Configurations

Step 4: Add Workflow

Step 5: Fill in the Workflow Details

Step 6: Set Entry Conditions

Step 7: Add Approval Levels

FAQs and Troubleshooting

FAQs

How can I change the Project Approver?

Troubleshooting