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Why are Global Approvals not displaying in the approval drop-down options?

When starting an approval, you may notice that some Global Approval options are not displaying in the drop-down menu options. This happens because certain criteria must be met for these approvals to appear.


Criteria for Approvals to Be Displayed:

  1. The Selected User Must Exist in the Project

    • If the user is not added to the project, they will not be available for selection in the approval process.

  2. The Selected Role Must Exist in the Project

    • The role must be created or copied into the project before it can be used for approvals.

      Helpful Hint: The role in the project must match the role defined in the Global Approval settings for it to appear in the drop-down.

  3. There Must Be a User Assigned to the Selected Role

    • Even if the role exists in the project, it will not appear in the approval drop-down unless at least one user is assigned to it.

    • If no user is assigned, you must add or change a user to that role before the approval option becomes available.

Additional Information:
When on the Approval tab, you can click the information icon to see any criteria that may be missing and/or an approval that may not be showing.



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