Workflows User Guide

If you have enabled the self-service Workflows engine in the Workflows tool configure settings, you are now ready to use your workflows on project-level items. After creating and configuring a template on a project, the next step is to create an item that needs a workflow for approval. Workflows on subcontractor invoices start automatically, but workflows on contracts and other items need to be started manually. The instructions below will show you how to start a workflow.

Background

After creating a new Commitment, Prime Contract or Budget Change on a project, the next step is to start the workflow so assignees can respond.

Things to Consider

• Required User Permissions:

  • Do one of the following:

    • 'Admin' level permissions on the company's Directory tool.

    • Users with the 'Can Start Workflows' granular permission enabled on their permissions template. See Grant Granular Permissions in a Project Permissions Template.

    • Users with the 'Can be Workflow Manager' granular permission enabled on their permissions template. See Grant Granular Permissions in a Project Permissions Template.

Steps

1. Navigate to the tool and item containing the workflow.

2. Click Start Workflow at the top right corner of the item.