Delivered Workflows for Project Request Approval
This appendix discusses delivered workflows for:
Project Request Approval
Issue Management
Activity Resource notification
Deliverables
Change Requests
Program Budgeting
See Also
PeopleTools PeopleBook: Using PeopleSoft Applications PeopleBook
PeopleSoft FSCM PeopleBook: Workflow Technology
Delivered Workflows for Project Request Approval
This section discusses the delivered Project Request Approval workflows. The workflows are listed alphabetically by workflow name.
See Also
Project Request Approval Workflow
Approval Process for Funding Department ManagersThis section discusses the approval process for Funding Department Managers workflow, which includes these events:
Preapproved.
Return to requester.
This workflow is active only if funding manager approval is required, which is established on the Installation Options - Program Management page (INSTALLATION_PGM).
Preapproved Description
|
Event Description |
This event is triggered when a project request approver approves a project request and submits it for approval to the funding department managers. |
|
Action Description |
The system sends a worklist item to all funding department managers of the departments that are listed in the cost departments on the Summary Cost/Benefits page (BC_EST_COST_BENFT), and changes the project request status to Operationally Approved. |
|
Notification Method |
Worklist |
Preapproved Workflow Objects
|
Event |
PRE_PROCESS (PRE APPROVED) |
|
Approval Rule Set |
PPK_FUNDMGT_APPROVAL |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PJ_FUNMGT_APPROVAL |
|
Role |
MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT |
Return to Requester Description
|
Event Description |
This event is triggered when a Funding Department manager clicks the Returned button on the Funding Department Approval page (PPK_FUND_APPROVAL). |
|
Action Description |
The system sends a worklist item to the person in the Approver field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Returned. |
|
Notification Method |
Worklist |
Return to Requester Workflow Objects
|
Event |
RETURN_REQ (Return to Requester) |
|
Approval Rule Set |
PPK_FUNDMGT_APPROVAL |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PJ_FUNMGT_APPROVAL |
|
Role |
MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT |
Approval Process for Project Approver
This section discusses the approval process for Project Approver workflow, which includes these events:
Approval process event.
Return event.
Approval Process Description
|
Event Description |
This event is triggered when a user clicks the Submit button on the Project Request page (BC_PROJ_REQUEST1). |
|
Action Description |
The system sends a worklist item to the individual who is identified in the Approver field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Submitted. |
|
Notification Method |
Worklist |
Approval Process Workflow Objects
|
Event |
APPROVAL_PROCESS |
|
Approval Rule Set |
PPK_PROJ_APPROVAL |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PRJ_APPROVE_ACTIVITY |
|
Role |
SUPERVISOR, MANAGER, VICE_PRESIDENT |
Return Description
|
Event Description |
This event is triggered when a the approver clicks the Return button on the Project Request Approval page (BC_PROJ_REQUEST1). |
|
Action Description |
The system sends a worklist item to the individual who is identified in the Requester field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Returned. |
|
Notification Method |
Worklist |
Return Workflow Objects
|
Event |
RETURN_EVEN |
|
Approval Rule Set |
PPK_PROJ_APPROVAL |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PRJ_APPROVE_ACTIVITY |
|
Role |
SUPERVISOR, MANAGER, VICE_PRESIDENT |
Notification for Approved or Denied Request
This section discusses the Notification for Approved or Denied Request workflow, which includes these events:
Approver send email.
Notify sponsor.
Notify project manager.
Note. This activity is active only if funding manager approval is not required, which is established at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).
Approver Send Email Description
|
Event Description |
This event is triggered when a project request is approved or denied by the project request approver. |
|
Action Description |
The system sends an email to the individual who is identified in the Requester field on the Project Request page (BC_PROJ_REQUEST1). |
|
Notification Method |
|
Approver Send Email Workflow Objects
|
Event |
Approver Send Email |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DENY_OWNER |
|
Role |
None |
Notify Sponsor Description
|
Event Description |
This event is triggered when a project request is approved or denied by the project request approver. |
|
Action Description |
The system sends an email to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate. |
|
Notification Method |
|
Notify Sponsor Workflow Objects
|
Event |
TO_SPONSOR |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DENY_OWNER |
|
Role |
None |
Notify Project Manager Description
|
Event Description |
This event is triggered when a project request is approved or denied by the project request approver. |
|
Action Description |
The system sends an email to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate. |
|
Notification Method |
|
Notify Project Manager Workflow Objects
|
Event |
PRJ_MGT |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DENY_OWNER |
|
Role |
None |
Notification for Funding Department Manager Approved or Denied Request
This section discusses the Notification for Funding Department Manager Approved or Denied Request workflow, which includes these events:
Approver send email.
Notify sponsor.
Notify project manager.
This workflow is active only if funding manager approval is required, which is established at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).
Approver Send Email Description
|
Event Description |
This event is triggered when a project request is approved by all funding department managers or denied by any funding department manager. |
|
Action Description |
The system sends email notifications to the individuals who are identified in the Requester and Approver fields on the Project Request page (BC_PROJ_REQUEST1). |
|
Notification Method |
|
Approver Send Email Workflow Objects
|
Event |
Approver Send Email |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DNY_FUND |
|
Role |
None |
Notify Sponsor Description
|
Event Description |
This event is triggered when a project request is approved by all funding department managers or denied by any funding department manager. |
|
Action Description |
The system sends an email to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate. |
|
Notification Method |
|
Notify Sponsor Workflow Objects
|
Event |
TO_SPONSOR |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DNY_FUND |
|
Role |
None |
Notify Project Manager Description
|
Event Description |
This event is triggered when a project request is approved by all funding department managers or denied by the project request approver. |
|
Action Description |
The system sends an email to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate. |
|
Notification Method |
|
Notify Project Manager Workflow Objects
|
Event |
PRJ_MGT |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DNY_FUND |
|
Role |
None |
Notification to Funding Manager
This section discusses the Notification to Funding Manager workflow.
Description
|
Event Description |
This event is triggered when the individual who is specified in the Approver field on the Project Request Page (BC_PROJ_REQUEST1) submits, approves, or declines a project request. |
|
Action Description |
The system sends an email notification to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Submitted. |
|
Notification Method |
|
Workflow Objects
|
Event |
Send Email mgts |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_EMAIL_ACTIVITY2 |
|
Role |
None |
Notification to Project Sponsor
This section discusses the Notification to Project Sponsor workflow.
Description
|
Event Description |
This event is triggered when a project request is submitted for approval. |
|
Action Description |
The system sends an email notification to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Submitted. |
|
Notification Method |
|
Workflow Objects
|
Event |
BC Send Email |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_SUBMIT_ACTIVITY |
|
Role |
None |
Request for Detail Project Plan
This section discusses the Request for Detail Project Plan workflow.
Description
|
Event Description |
This event is triggered when an approver clicks the Costing button on Project Request Approval page (BC_PRJ_APPROVAL). |
|
Action Description |
The system sends a worklist item to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Costing. |
|
Notification Method |
Worklist |
Workflow Objects
|
Event |
COSTING_PLAN |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PJ_COST |
|
Role |
None |
Delivered Workflows for Issue Management
This section discusses the delivered Issue Management workflows, which includes these events:
Create Issue Notification
Assign Issue Notification
Update Issue Notification
These workflows are active only if Issue Management workflow has been enabled on the Installation Options - Program Management page (INSTALLATION_PGM).
Create Issue Notification Description
|
Event Description |
Click the Submit button on the Issue page (PC_IM_ISSUE) after you save the issue. |
|
Action Description |
The system sends a worklist item and email to the issue owner. |
|
Notification Method |
Worklist and email Note. Email notification is defined in the PGM_ISSUE_OWNER PeopleTools generic notification template. |
Create Issue Notification Workflow Objects
|
Event |
SUBMIT |
|
Approval Rule Set |
None |
|
Business Process |
PGM_ISS_MGMT |
|
Activity |
NOTIFY_OWNER |
|
Role |
None |
Assign Issue Notification Description
|
Event Description |
The following events trigger this event: Assign a resource to an issue. Change a resource assignment for an issue. |
|
Action Description |
The system sends a worklist item and email to the assigned resource. If you change the resource that is assigned to an issue, a worklist item and email are sent to both the previously and newly assigned resources. |
|
Notification Method |
Worklist and email Note. The email notifications are defined in the PGM_ASSIGN_TO and PGM_REASSIGN PeopleTools generic notification templates. |
Assign Issue Notification Workflow Objects
|
Event |
SAVE |
|
Approval Rule Set |
None |
|
Business Process |
PGM_ISS_MGMT |
|
Activity |
NOTIFY_ASSIGN_TO |
|
Role |
None |
Update Issue Notification Description
|
Event Description |
Modify the Issue Summary, Issue Description, Issue Priority, Issue Status, Resolution Description, Actual Resolution Date, Issue Notes, or Issue Attachments field in the Issue Management component (PC_IM_ISSUE) to trigger this event. |
|
Action Description |
The system sends an email to the employees who are listed on the Issue - Interested Parties page (PC_IM_INT_PRTY). |
|
Notification Method |
Note. Email notification is defined in the PGM_NOTIFY_INT_PARTIES PeopleTools generic notification template. |
See Also
Delivered Workflow for Activity Resource Notification
This section discusses the delivered Activity Resources workflow. This workflow is active only if Activity Resource workflow has been enabled on the Installation Options - Program Management page (INSTALLATION_PGM).
Description
|
Event Description |
Click the Notify Activity Resources button on the Resources page (PC_PRL) to trigger this workflow. |
|
Action Description |
The system sends a worklist item and email to each resource on the project team that is assigned to an activity. If the resource is on more than one activity, the resource will receive one email listing all the assigned activities. |
|
Notification Method |
Worklist and email Note. Email notification is defined in the PGM_ACTIVITY_ASSGN PeopleTools generic notification template. |
Workflow Objects
|
Event |
Notify Activity Resources |
|
Approval Rule Set |
None |
|
Business Process |
PGM_ACT_ASSIGN |
|
Activity |
RES_ASSIGN |
|
Role |
None |
See Also
Delivered Workflow for Deliverables
This section discusses the delivered the Deliverables workflow. This workflow is active only if Deliverables workflow has been enabled on the Installation Options - Program Management page (INSTALLATION_PGM).
Description
|
Event Description |
The following events trigger this workflow: Assign a resource to a deliverable. Change the resource assigned to the deliverable. |
|
Action Description |
The system sends a worklist item and email to the assigned resource when you define a deliverable or you change the assigned resource on a deliverable. |
|
Notification Method |
Worklist and email Note. Email notification is defined in the PGM_DELIVERABLE_ASSGN PeopleTools generic notification template. |
Workflow Objects
|
Event |
SAVE |
|
Approval Rule Set |
None |
|
Business Process |
PGM_DELIV_ASSGN |
|
Activity |
NOTIFY_DELIV_ASSIGN |
|
Role |
None |
See Also
Delivered Workflows for Change Requests
This section discusses the delivered Change Request workflows, which include these events:
Project Change Request.
Budget Change Request.
Estimate to Complete Change Request.
These workflows are active only if you specify that a change request is required on the Change Control Template page (PC_CHC_CFG).
See Also
Change Request Approval Workflow
Project Change Request Workflow
This section discusses the delivered Project Change Request workflows.
Project Change Request Approval Workflow Description
|
Event Description |
Enter a new project change request to trigger this workflow event. |
|
Action Description |
The system sends a worklist item and email to the project manager when the requester clicks the Save and Submit button on the Project Change Request page (PGM_PRJ_CHNG_REQ). |
|
Notification Method |
Worklist and email Note. Email notification is defined in the PGM_CHGREQUEST_SUBMITTED PeopleTools generic notification template. |
Project Change Request Approval Workflow Objects
|
Event |
Save and Submit |
|
Approval Rule Set |
None |
|
Business Process |
PGM_PRJCHREQ_APPR |
|
Activity |
NOTIFY_APPROVER |
|
Role |
None |
Project Change Request Return Workflow Description
|
Event Description |
Project managers trigger this event when they approve, decline, or return a change request. |
|
Action Description |
The system sends a worklist item and email to the requester indicating that the project manager approved, declined, or returned the change request. |
|
Notification Method |
Worklist and email Note. Email notifications are defined in the PGM_CHGREQUEST_APPROVED, PGM_CHGREQUEST_DECLINED, and PGM_CHGREQUEST_RETURNED PeopleTools generic notification templates. |
Project Change Request Return Workflow Objects
|
Event |
Return |
|
Approval Rule Set |
None |
|
Business Process |
PGM_PRJCHREQ_APPR |
|
Activity |
NOTIFY_REQUESTOR |
|
Role |
None |
Budget Change Request Workflow
This section discusses the delivered Budget Change Request workflows.
Budget Change Request Approval Workflow Description
|
Event Description |
Enter a new budget change request to trigger this workflow event. |
|
Action Description |
The system sends a worklist item and email to the budget approver when the requester clicks the Save and Submit button on the Budget Change Request page (PGM_BGT_CHC_REQ). |
|
Notification Method |
Worklist and email Note. Email notification is defined in the PGM_CHGREQUEST_SUBMITTED PeopleTools generic notification template. |
Budget Change Request Approval Workflow Objects
|
Event |
Save and Submit |
|
Approval Rule Set |
None |
|
Business Process |
PGM_BUDCHREQ_APPR |
|
Activity |
NOTIFY_BUDCHREQ_APPR |
|
Role |
None |
Budget Change Request Return Workflow Description
|
Event Description |
Budget approvers trigger this event when they approve, decline, or return a change request. |
|
Action Description |
The system sends a worklist item and email to the requester indicating that the budget approver approved, declined, or returned the change request. |
|
Notification Method |
Worklist and email Note. Email notifications are defined in the PGM_CHGREQUEST_APPROVED, PGM_CHGREQUEST_DECLINED, and PGM_CHGREQUEST_RETURNED PeopleTools generic notification templates. |
Budget Change Request Return Workflow Objects
|
Event |
Return |
|
Approval Rule Set |
None |
|
Business Process |
PGM_BUDCHREQ_APPR |
|
Activity |
NOTIFY_BUDCHG_REQUESTOR |
|
Role |
None |
Estimate to Complete Change Request Workflow
This section discusses the delivered Estimate to Complete Change Request workflow.
Estimate to Complete Approval Workflow Description
|
Event Description |
Enter a value in the New Estimate field on the Time Report Details page (TE_TIMELINES) to trigger this workflow. |
|
Action Description |
The system sends a worklist item and email to the project manager. |
|
Notification Method |
Worklist and email Note. Email notification is defined in the PGM_CHGREQUEST_SUBMITTED PeopleTools generic notification template. |
Estimate to Complete Approval Workflow Objects
|
Event |
SUBMIT |
|
Approval Rule Set |
None |
|
Business Process |
PGM_CHGREQETC_APPR |
|
Activity |
PGM_AUTONOTIFY_APPROVER |
|
Role |
None |
Delivered Workflows for Program Budgeting
This section discusses the delivered Program Budgeting workflows. These workflows are active only if Program Budgeting workflow is enabled on the Installation Options - Program Management page (INSTALLATION_PGM).
Program Budgeting Approval Workflow Description
|
Event Description |
A user enters a program budget plan. |
|
Action Description |
The system sends a worklist item and email to the budget approver. |
|
Notification Method |
Worklist and email Note. Email notification is defined in the PGM_BUD_SUBMIT PeopleTools generic notification template. |
Program Budgeting Approval Workflow Objects
|
Event |
Submit for Approval |
|
Approval Rule Set |
None |
|
Business Process |
PGM_BUD_APPROVE_BP |
|
Activity |
PGM_BUD_SUBMIT |
|
Role |
None |
Program Budgeting Approved Return Workflow Description
|
Event Description |
The budget approver approves the program budget plan. |
|
Action Description |
The system sends an email to the user who entered the program budget plan indicating that the budget approver either approved or returned the program budget plan. |
|
Notification Method |
Note. Email notifications are defined in the PGM_BUD_APPROVE and PGM_BUD_RETURN PeopleTools generic notification templates. |
See Also