RELATED IDEAS
Purchase Order Approval Workflow with Approval Limits
We currently use a web addon to Vista called Financial Controls that uses the PO Workflows setup in Vista. Each project will have a set user with a limit to what they can approve. If the PO is over that limit, it must also be approved by a higher level user such as a CM. Then if it's higher, an Executive.
When a PO is entered, it must be submitted then it finds out who needs to approve from the workflow and they are notified. It would also then show in their list of awaiting approvals.
We could still continue on using POs this way, however, that means none of those committed costs show in ProjectSight making the reports incorrect and forecasting impossible.
For those sync'd the Vista, it would be helpful to have ProjectSight pull these workflows into ProjectSight and for those that don't use Vista, would set them up from scratch.
We are almost at the 3 year mark and the newest Ball in Court module does not have dollar amount conditions. This is needed to avoid having managers having to approve small value POs or Changes. We also need to enforce more approvals on high cost POs and Changes as it's all manual now.
This crucial need is now over 2.5 years old. Is there any movement on custom workflows?