Prevent a Project Manager from Approving Their Own Expense Reports

This article covers the restricting of a Project Manager from approving their own Expense Reports.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Expense to expand the menu options.
  3. From the available options click Workflows.
  4. From the list of available workflows click a workflow name to edit it.
  5. Select the State by doing either of the following:
    1. From the States tab, click the name of the StateOR
    2. Double click the State on the graphical workflow.

      Click a State

  6. On the State Edit dialog box, select the Assignments tab.
  7. Click the Assignment Rule to edit it or click the New button.
  8. Within the Assignment Rule Edit dialog box, on the General tab, from the Assign to list, select Project Manager, and then select the Prevent Self-Approval option.

    Select Prevent Self-Approval

    Note:

    • The Prevent Self-Approval option is only visible and available when Project Manager is selected as the Assign to option.
    • With this options is selected, upon a Project Manager submitting an Expense Report:
      • It will be assigned to the Project Manager’s Approval Group Manager.
      • In cases where the Project Manager’s Approval Group Manager is Out Of Office, the Expense Report is assigned to the Project Manager’s Approval Group Alternate Manager.
  9. Click Save then Close to return to the State Edit dialog box,
  10. From the State Edit dialog box, click Close to return to the Expense Workflow Edit page.
  11. Click Save to save the workflow.