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Overview

Decisions & Approval Preferences allow organizations to formalize approval chains for purchase orders, major expense sign-offs, and contract changes.
Decision & Approval Workflow Configuration Page

Screenshot: Decision & Approval Workflow Configuration Page

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Key Features

  1. Multi-Tier Approval Chains: Define sequential approvers (e.g. Site Engineer -> Project Manager -> Finance Director) based on financial transaction value.
  2. Approval Delegation: Assign temporary approval authority to a colleague when a manager is out of office.
  3. Immutable Decision Logs: Automatically record who approved or rejected each purchase order or expense adjustment, along with timestamps and comments.

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How to Set Up Decision Workflows

1

Open Decision Preferences

Go to Workspace Settings -> Decisions & Approvals.
2

Define Rules

Create approval tiers based on transaction amounts or project scope.
3

Save Workflow

Click Save Decision Settings.