Updating the Project Approver for a specific project code is essential for maintaining proper oversight and ensuring that the right individuals are involved in project approvals. Follow these steps to easily update the Project Approver in ProcureDesk.
Prerequisites
Admin access to the ProcureDesk account.
Existing project code that needs updating.
Step-by-Step Instructions
Step 1: Access Configurations
Log in to your ProcureDesk account.
Navigate to Configurations in the main menu.
Step 2: Manage Project Codes
Click on Manage Project Codes to view the list of existing project codes.
Step 3: Edit the Project Code
Locate the project code you want to update.
Click on the Edit button next to the project code.
Step 4: Update the Project Approver
In the edit interface, find the field for Project Approver.
Select the new approver from the dropdown list.
Step 5: Save Changes
Click the Save button to apply the changes.
FAQs
What if I cannot find the Project Approver in the dropdown?
Ensure that the user is already set up in the system. If not, you may need to add them first.
Can I change the Project Approver multiple times?
Yes, you can update the Project Approver as needed by following the same steps.