---
title: "Configuring a Scenario Chart Approval Workflow"
slug: "configuring-a-scenario-chart-approval-workflow"
updated: 2026-04-16T09:49:44Z
published: 2026-04-27T11:25:54Z
canonical: "support.builtapp.com/configuring-a-scenario-chart-approval-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.builtapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring a Scenario Chart Approval Workflow

*For customers of our Position Management module.*

---

[Creating and managing scenario charts](/v1/docs/creating-and-managing-scenario-charts) allows assigned Collaborators to visualize and propose organizational changes without impacting the official chart. An approval workflow can be configured for any scenario chart, allowing Collaborators to [request chart approval](/v1/docs/requesting-chart-approval).

## To configure a chart’s approval workflow:

*A Company Admin, HR Admin, or HR Manager must be a Collaborator on the scenario chart to configure an approval workflow. Learn more about* [*org chart permissions*](/v1/docs/managing-user-roles-and-permissions#org-chart)*.*

1. Navigate from the main menu to the **Org Chart** page, click the chart dropdown in the upper-left corner to select or [create a scenario chart](/v1/docs/creating-and-managing-scenario-charts#to-create-a-scenario-chart).
2. Click the chart status indicator in the upper-right corner of the page. If an approval workflow has not yet been configured, click the **Draft** badge and then the **Configure Approval Workflow** button to begin configuration. If an approval flow has been configured, you can click the **Edit** button to make the needed changes.

*The indicator will display a Draft status if Approvers have not yet been assigned. A Pending Approval status indicates the approval workflow is in progress. You can edit a chart’s approval workflow at any time, even after chart approval is requested.*
3. Locate **Approval Step 1** and click the **Add Approver** field to enter a person’s name or title, then select the individual from the list that populates.
4. To open an additional field and add another individual to the approval step, click the **+ Add Approver to This Step** link. ​*To remove an individual, click the* ***X*** *next to their name. When an Approver is removed, the individual will remain an assigned Collaborator for the chart. Once an Approver has responded to a chart approval request, they cannot be removed from the approval workflow.*
5. Once you’ve added the necessary Approvers to the approval step, click the dropdown in the upper-right corner and choose whether approval is required from one or all Approvers.
6. To configure additional approval steps, click the **Add Approval Step** button and add the necessary Approvers. Once added, you can drag and drop to reorder the approval steps, or remove a step by clicking the three-dot menu and then clicking **Remove Step**.
7. Click **Save**. An assigned Collaborator can now [request chart approval using the button provided in the upper-right corner of the chart, initiating the approval workflow. ​](/v1/docs/requesting-chart-approval)*The chart cannot be* [*merged*](/v1/docs/merging-charts) *with another chart until it is fully approved.*

Please contact our Customer Success Team for additional assistance.

## Additional Resources

[Adjusting Scenario Chart Visibility and Assigning Collaborators](/v1/docs/adjusting-visibility-settings-in-scenario-charts)

[Responding to Chart Approval Requests](/v1/docs/responding-to-chart-approval-requests)