About spend approval limits

With spend approval limits, administrator and PMO users can define approval limits. These rules ensure that only users with sufficient approval limits can approve a task. Spend approval limits are set for individual users.

When spend approval limits are active, the system searches the organizational hierarchy to find a manager whose approval limit is greater than or equal to the estimated cost of the request. The system continues up the hierarchy until it finds an eligible manager. This feature is available only when task assignment is based on the supervisory role, for example, first-level manager, second-level manager, and so on.

Spend approval limits ensure that requests exceeding defined thresholds are reviewed by the appropriate approver. By defining approval authority at an individual levels, organizations can align approval rules with budget thresholds and reporting structures. This feature improves efficiency by routing approvals directly to the person with the required authority. It also supports compliance when organizations require multiple approvers in a chain to sign off. Additionally, it scales across request types by applying consistent approval rules.