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Project Budget Approval based on specific project role not all team members

edited Apr 1, 2026 8:43AM in Project Management

Summary:

We are using some project roles for team members , the roles for example are " A , B , C , D , E , F"

Have a requirement to rout approval to only in series like "A then C then F"

there are two problems

  1. we get all the other members like B, D get involved into the approval
  2. the approval doesn't flow as expected as it swaps the step , i.e goes from F to A then F , this happens when a team member is changed

we are using the following statements

IF

ProjectTeamMember.teamMemberRoleName is "A"

then

List Builder Resource

Participants Users ProjectTeamMember.teamMemberUserName

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