Manage Project Workflow

This setting is used to manage project status and/or schedule changes through the use of an automated approval workflow. The user may use a pre-defined approval workflow template or indicate specific project lifecycle gates to apply to an approval workflow. The user may also reset a previously created advanced project workflow.

To identify a pre-defined project workflow

  1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
  2. On the displayed menu, under Actions, click Configuration. The Project Configuration page is displayed.

  1. On the Project Configuration page, under Workflow, click the arrow next to Change Project Status and select the most suitable predefined workflow.

Project Workflow

  1. Click the arrow next to Approve Financial Plan and select the most suitable predefined workflow.
  2. Click the arrow next to Make Baseline Current and select the most suitable predefined workflow.
  3. Select the check box next to Approve Eclipse Doc to an approval cycle for documents added to Eclipse Doc.

 

To configure the workflow

  1. Click Advanced Workflow. A list of project phases is displayed.

Project Lifecycle

  1. Click the arrow next to each phase, a displayed list of templates is displayed.
  2. From the displayed list, select a template for each.
  3. Click Ok. The Change Project Status is changed to Advanced Configuration.
  4. Click Save. A message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.

 

To reset an advanced project workflo

  1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
  2. On the displayed menu, under Actions, click Configuration. The Project Configuration page is displayed.

  1. On the Project Configuration page, under Workflow, click Reset. A confirmation message is displayed.

  1. On the CONFIRM CONFIGURATION CHANGEmessage, click Yes. The Workflow is reset.

Project Workflow

  1. Click Save. A message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.