Business processes must be set up before use. The general procedures apply to company-level and project-or shell-level business processes, with some differences.
Workflow BPs: Workflow business processes can have one or more BP setups, which define the workflow setup options. These include configuring the workflow and each step. These options control step behaviors as the BP moves through the steps of the workflow. Each step can have an associated duration and the workflow (consisting of all the steps) can have an overall duration, which facilitates project or shell data flow-through and tracking. BP setup is the process of choosing a configuration, assigning users or groups to each step, configuring the actions they can take on that step, and setting the durations.
You may want to create multiple workflows per BP to accommodate different ways for the workflow to operate. For example, you can configure an RFI workflow with or without a coordinator. You may or may not have a need for both workflows on your project or shell.
Non-workflow BPs: For non-workflow BPs, one setup is allowed. Setup includes adding the list of users who can create a new non-workflow BP.
Set up of auto-creation of BPs or line items: Both workflow and non-workflow BPs support auto-creation. Auto-creation can be based on a:
| • | Condition that is met |
| • | Date that passes |
| • | Condition and a date |
| • | Frequency (at periodic intervals, for example) |
| • | Condition and frequency |
You can auto-create BPs or line items from the upper form or the detail form, using creator elements. See See “Set up auto-creation for a non-workflow business process or planning item” for non-workflow auto-creation setup and"Set up auto-creation for a workflow business process"for workflow auto-creation.
Auto-creation of BPs based on workflow steps: You can specify that some workflow BPs include steps during the workflow that enable the auto-creation of BPs from an S-Step. See "Define the business process workflow" for details.
Special setups: There are special setup procedures for blanket purchase order BPs and Request for Bid (RFB) BPs. There is an additional option for auto-creation of a commitment-level cash flow curve in setups for base commit business processes.
Setting Up a Non-Workflow Business Process
Setting Up a Workflow Business Process
Add a custom business process help file
About Auto-creating a BP record or planning item based on conditions or frequency
Setting up auto-creation of cash flow curves from contracts
Copying Workflow Setups from Other Schemas
Importing Workflow Setups From One Company to Another Company In the Same Environment
Importing Workflow Setups from One Environment to Another
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.