PSA offers predefined workflows that can be customized to meet the requirements of an organization; however, new workflows can also be created.
PSA Workflow Types:
All workflows created in the PSA application belong to one of the following workflow types:
- Expense Workflows: relate to the tracking and approval of Expense Reports.
- Invoicing Workflows: relate to the tracking and approval of invoices.
- Leave Request Workflows: relate to the tracking and approval of Leave Requests.
- Project Workflows: relate to the tracking and approval of projects; for more information, see Project Setup: Setting Up Project Workflows.
- Resource Request Workflow: the out-of-the-box Standard Resource Request Workflow relates to the tracking and approval of Resource Requests.
- Timesheet Workflows: relate to the tracking and approval of Timesheets.
- Work Item Workflows: relate to the tracking and approval of Work Items.