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Project Budget approval to go to Primary Project Manager only

edited May 8, 2024 10:26PM in Project Management 4 comments

Summary:

Project Budget approval to go to Primary Project Manager only

Content (please ensure you mask any confidential information):

How to set up the Project Budget Approval Workflow to go to the Primary Project Manager only?

Currently, we have set up the rule to go the Project Manager. However, when there are multiple project managers on the project, the budget is requiring approval from all project managers. We want the project approval to go to the Primary Project Manager only

The approval rule is:
IF
Task.payload.approvePlanPayload.planTypeName is "Cost Only Budget"
and
ProjectTeamMember.teamMemberRoleName is "Project Manager"

THEN

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