Approve without losing any version
Control draft, review, comments and approval in a traceable workflow. Every adjustment preserves owner, date and prior value.
What you'll learn
How approve without losing any version works inside Perfour.
What information you need and how it stays connected to Progress certificates.
How to preserve traceability and find the record later.
How to complete approval workflow
- 01
Understand the objective
A progress certificate quantifies and formalizes work completed during a period. It starts from approved line items and preserves contracted quantities, prior progress, current-period progress and remaining balance. This guide focuses on approve without losing any version.
- 02
Prepare approval workflow
Choose the budget and period, select line items, enter completed quantities or percentages, and review taxes, fees, retainage, advances and supporting evidence.
- 03
Complete the workflow in Perfour
Prepare the measurement, compare it with prior cumulative values, submit it for review, address comments and approve the final version before export or payment. History preserves comments and prior versions.
- 04
Review relationships and traceability
Each certified line preserves its source budget item and can create a payment obligation. The overview distinguishes budget, certified execution and actual disbursement. Confirm that cumulative progress does not exceed the contract, advances and retainage are applied correctly, and every measurement has evidence and an accountable owner.
Frequently asked questions
What is approval workflow and what is it for?+
A progress certificate quantifies and formalizes work completed during a period. It starts from approved line items and preserves contracted quantities, prior progress, current-period progress and remaining balance.
What information do I need to approve without losing any version?+
Choose the budget and period, select line items, enter completed quantities or percentages, and review taxes, fees, retainage, advances and supporting evidence.
How is this process completed in Perfour?+
Prepare the measurement, compare it with prior cumulative values, submit it for review, address comments and approve the final version before export or payment. History preserves comments and prior versions.
Which other modules does it connect with?+
Each certified line preserves its source budget item and can create a payment obligation. The overview distinguishes budget, certified execution and actual disbursement.
What should I check before considering it complete?+
Confirm that cumulative progress does not exceed the contract, advances and retainage are applied correctly, and every measurement has evidence and an accountable owner.