Delivered Workflows for Change Requests
This topic 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).
Project Change Request Workflow
This topic discusses the delivered Project Change Request workflows.
Project Change Request Approval Workflow Description
|
Information Type |
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
|
Information Type |
Description |
|---|---|
|
Event |
Save and Submit |
|
Approval Rule Set |
None |
|
Business Process |
PGM_PRJCHREQ_APPR |
|
Activity |
NOTIFY_APPROVER |
|
Role |
None |
Project Change Request Return Workflow Description
|
Information Type |
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
|
Information Type |
Description |
|---|---|
|
Event |
Return |
|
Approval Rule Set |
None |
|
Business Process |
PGM_PRJCHREQ_APPR |
|
Activity |
NOTIFY_REQUESTOR |
|
Role |
None |
Budget Change Request Workflow
This topic discusses the delivered Budget Change Request workflows.
Budget Change Request Approval Workflow Description
|
Information Type |
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
|
Information Type |
Description |
|---|---|
|
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
|
Information Type |
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
|
Information Type |
Description |
|---|---|
|
Event |
Return |
|
Approval Rule Set |
None |
|
Business Process |
PGM_BUDCHREQ_APPR |
|
Activity |
NOTIFY_BUDCHG_REQUESTOR |
|
Role |
None |
Estimate to Complete Change Request Workflow
This topic discusses the delivered Estimate to Complete Change Request workflow.
Estimate to Complete Approval Workflow Description
|
Information Type |
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
|
Information Type |
Description |
|---|---|
|
Event |
SUBMIT |
|
Approval Rule Set |
None |
|
Business Process |
PGM_CHGREQETC_APPR |
|
Activity |
PGM_AUTONOTIFY_APPROVER |
|
Role |
None |