Set up policies for project-based approvals

Set up project based approvals across your organisation.

Written by Tanvi Telang
Updated over a week ago

If you have an approval process based on projects in your organization, you can apply project approvers and set policies so that the expenses go through the same approval process.

In order to set project-wise approvals, there are two steps required to get the process running. Firstly, add project approvers to the projects. Secondly, set a policy for the approvals.

Add Project Approvers

Navigate to your admin settings by clicking on the gear icon in the top right corner of your screen.

Select Organization and click on Projects.

Click on the project you want to add approvers for. In the pop-up box that appears, scroll down and add the email IDs under Approver 1 and Approver 2 (optional).

Click on Update Project to save the changes.

Set Project Approval Policy

In your admin settings, click on Expenses from the left side panel. Select Policies.

Click on the New Policy button to set up a new policy.

Scroll down to the Set the policy conditions section and click on Add Condition.

Select Projects from the drop-down menu.

Select the names of the projects you want to set the approvers for.

Scroll down to the Define what happens when the policy is triggered section and click on Add Action. Select Assign Additional Approver.

Under the Add Project Approvers, select the approvers as required. You can select both approvers by clicking on the Both project approvers option.

Once these details are filled in, you can add any other conditions/actions/properties to the policy as per your preference.

Lastly, scroll to the bottom of the screen, add a policy description, and click on Save. The policy will be saved and running for the expenses in your organization.

Following the steps mentioned, the expenses under the selected projects will follow the approval process as per the conditions of the set policy.

To learn more about how to add new projects, click here.

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