Delivered Workflows for Project Request Approval
This section discusses the delivered Project Request Approval workflows. The workflows are listed alphabetically by workflow name.
Approval Process for Funding Department Managers
This 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 you establish at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).
Preapproved Event
Information Type |
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 Costs/Benefits page (BC_EST_COST_BENFT) and changes the project request status to Operationally Approved. |
Notification Method |
Worklist |
Workflow Objects
Information Type |
Description |
---|---|
Event |
PRE_PROCESS (PRE APPROVED) |
Approval Rule Set |
PPK_FUNDMGT_APPROVAL |
Business Process |
PPK_PROJ_APPR_BP |
Activity |
PPK_PRJ_FUNMGT_APPROVAL |
Role |
MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT |
Return to Requester Event
Information Type |
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 |
Workflow Objects
Information Type |
Description |
---|---|
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 Event
Information Type |
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 |
Workflow Objects
Information Type |
Description |
---|---|
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 Event
Information Type |
Description |
---|---|
Event Description |
This event is triggered when an 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 |
Workflow Objects
Information Type |
Description |
---|---|
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 you establish at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).
Approver Send Email Event
Information Type |
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 |
|
Workflow Objects
Information Type |
Description |
---|---|
Event |
Approver Send Email |
Approval Rule Set |
None |
Business Process |
PPK_PROJ_APPR_BP |
Activity |
PPK_APR_DENY_OWNER |
Role |
None |
Notify Sponsor Event
Information Type |
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 |
|
Workflow Objects
Information Type |
Description |
---|---|
Event |
TO_SPONSOR |
Approval Rule Set |
None |
Business Process |
PPK_PROJ_APPR_BP |
Activity |
PPK_APR_DENY_OWNER |
Role |
None |
Notify Project Manager Event
Information Type |
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 |
|
Workflow Objects
Information Type |
Description |
---|---|
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 only active if funding manager approval is required, which you establish at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).
Approver Send Email Event
Information Type |
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 emails to the individuals who are identified in the Requester and Approver fields on the Project Request page (BC_PROJ_REQUEST1). |
Notification Method |
|
Workflow Objects
Information Type |
Description |
---|---|
Event |
Approver Send Email |
Approval Rule Set |
None |
Business Process |
PPK_PROJ_APPR_BP |
Activity |
PPK_APR_DNY_FUND |
Role |
None |
Notify Sponsor Event
Information Type |
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 |
|
Workflow Objects
Information Type |
Description |
---|---|
Event |
TO_SPONSOR |
Approval Rule Set |
None |
Business Process |
PPK_PROJ_APPR_BP |
Activity |
PPK_APR_DNY_FUND |
Role |
None |
Notify Project Manager Event
Information Type |
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 |
|
Workflow Objects
Information Type |
Description |
---|---|
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
Information Type |
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
Information Type |
Description |
---|---|
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
Information Type |
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
Information Type |
Description |
---|---|
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
Information Type |
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
Information Type |
Description |
---|---|
Event |
COSTING_PLAN |
Approval Rule Set |
None |
Business Process |
PPK_PROJ_APPR_BP |
Activity |
PPK_PJ_COST |
Role |
None |