Loading the business process is part of setting it up. In this step, you will be loading the configured business process into the area where it should reside—the Company Workspace, a shell, or a standard project. This step filters the business processes by company, shell, pr project level, thereby narrowing the number of BPs so that the users do not have to sift through your company’s entire list of BPs.
When you load a business process, you also load the permission infrastructure and the ability to grant permissions for this BP.
To load a business process
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| • | To load a BP into the Company Workspace, click Company Workspace > Business Process Setup in the left Navigator. |
| • | To load a BP into a shell, click Company Sponsored Shells > [shell type] > [shell] > Setup > Business Process in the left Navigator. |
| • | To load a BP into a standard project, click Company Sponsored Projects > All > [project] > Setup > Business Process in the left Navigator. |
| • | To load a BP into the templates for a project, click Templates > Projects (Standard) > All > [template]. Then selectSetup > Business Processin the left Navigator. |
| • | To load a BP into the templates for a shell, click Templates > Shells > in the left Navigator. Then choose the [shell type] > [template]. Then select Setup > Business Process in the left Navigator. |
| 2 | Click New. The New Business Processes window opens, showing the business processes that are available for loading. |
| 3 | Select the business process you want to load and click OK. Primavera Unifier displays the business process in the right pane. |
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