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Adding a Limit

In the Limits of Authority document, you can add any number of limits for a workspace's cost-related documents, and even multiple limits for the same document and state. The limits you add apply only to the current workspace.

Before adding a new limit, be sure you are familiar with the process of limiting authority and the differences between limiting each document type. Remember that when you create limits for a particular document/state combination, only the roles defined in your limits can then perform that state transition.

To add a limit of authority, your security role must have permission to update Limits of Authority. For more information, see "About Security Permissions".

ClosedTo add a limit of authority

  1. Open the Limits of Authority service for the appropriate workspace.
  2. Click Edit.
  3. Expand the section corresponding to the document type for which you want to create a limit.
  4. Click Add Line.

    5. Proliance adds a blank row for the new limit.

  5. Complete the following required information:
  6. Click Save.

    7. Proliance saves the new limit.

Tip:

  • Multiple limits can be created for the same document/state combination. This enables you to set different authorization and override limits for different roles.