Approvals, tasks and collections in the management app

Requests that follow an approval route reach owners and managers on the phone as well as on the web. The management app shows them in Approvals, lists the project process's tasks in My Tasks, and follows unpaid certificates in Collections. You need the latest version of the app; an older one shows some request types under a plain technical name.

Other approvals

Open Approvals. Next to timesheets, custody settlements, offers, awards and purchase orders, the Other approvals group lists everything else that waits for your decision on an approval route. Each row names its request type:

• the gates: Go / No-Go (G1), Offer approval (G2), Contract award (G3), Baseline (G4), Released items (G5), Long-lead order, Factory test (G6), Site test (G7) and Provisional acceptance (G8). A gate the app does not know by name reads Gate with its code;

• Change order, Budget increase and Submittal review.

Budget changes and change orders that are decided directly, without an approval route, have their own groups, Project budget changes and Change orders, for the whole company. Each row names its project; approve or reject it there.

A row also shows Step n of the total when the route has several steps. Tap it for the details: Requested by, the Approval route, and Escalated when the request was escalated because it waited too long.

To decide:

1. Select Approve on the row or in its details, and add a Comment (optional). To refuse, select Reject and write the Reason (required).

2. Confirm. The request moves to its next step, or is closed, exactly as on the web.

In the details, select Open the full record to read what you are deciding first. A gate, budget, submittal or change order opens its project. A Go / No-Go opens the opportunity.

Approval Centre

Projects › Approval Centre opens the same requests on their own, without the other groups of Approvals. Use it when you only want the approval routes. See Approval Centre.

My tasks

Projects › My Tasks lists what the project process waits for from you, or from a role you hold, such as accepting a project handover. Choose Open, Done or All. Each task shows its project and its due date, and Overdue once that date has passed.

Tap a task to see its Status, Project, Due date and Details. From there:

• select Open the project to go to the project's page;

• select Mark done, add a Comment (optional) and confirm. The app says "Task done."

Mark done appears only on a task that is yours to finish. A task of a role you do not hold is shown but cannot be ticked off. See My tasks.

Collections

Projects › Collections shows what customers still owe on issued certificates. At the top is the Outstanding total, split by age: Not due yet, 1–30, 31–60 and 61–90 days, Over 90 days and No due date.

Each certificate shows its contract and number, the project, the customer, the due date and the reminder it has reached (for example Reminder 2), with the amount outstanding on the right. A late one shows how many days late it is and Overdue. Tap a certificate to open it. When nothing is owed, the screen says "Nothing is owed on issued certificates." See Collections and overdue certificates.

Common questions

Why don't I see a request that a colleague sees? A request shows only to the people who hold its current step, directly or through a role.

Can I decide a project budget from the phone? Yes: a budget version waiting for you appears under Project budget changes in Approvals, and you can also decide it on the project's page. See a project's page in the management app.