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Project Budget approval with Project team members excluding the Project manager

edited Mar 5, 2025 10:30AM in Project Management 2 comments

Summary:

The business requires budget approval to be routed to project team members but not to the project manager. The project team members are assigned the Employee role in Manage Project Roles. The business also has designated Finance Manager and Budget Manager roles.

However, despite configuring the BPM Worklist accordingly, the approval request is still being routed to the project manager.

Assignees at APPROVER level

Can someone Suggest

IF

Task.payload.approvePlanPayload.requestorName is ProjectTeamMember.teamMemberUserName and

ProjectTeamMember.teamMemberRoleName isn't "Project Manager"

THEN

List Builder Resource

Response Type Required

Users Task.payload.approvePlanPayload.approverName


Content (please ensure you mask any confidential information):

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