How to request a project approval in TradeTapp

As a general contractor using TradeTapp, you can request a project-level approval for vendors. You send invitations to qualify vendors as a company, but can also use the Project Approvals feature to see how a vendor qualifies for a specific project.

Approvals require assigned reviewers and accepters to review a vendor's risk based on project criteria and approve or deny vendors for specific projects.

Please note that all coworkers within your company can request a project approval, and company reviews do not have to be complete for project approvals to be requested.

To request a project approval in TradeTapp

Click on the check box next to the vendor you would like to request a project approval for.



Click “Request Approval.”



Enter the project details, then click “Done.” The subcontractor award value will be considered in the vendor's risk assessment for this project. 



Add an optional note to the project approval request, then click “Done.”



Review your project approval request, then click “Send Request.”



You will be directed to the list of Approvals for that vendor. Next, you will need to assign the reviewers and accepters. See How to assign reviewers and acceptors to a project approval request.