Workflow Designs and Workflow Configurations Overview
Workflows use predefined sequences of steps and tasks to route different kinds of information among different kinds of workers. Organizations use workflows to manage processes that involve many people, many steps, or steps that need to be completed in a specific order.
In Primavera Cloud, workflows can be configured to manage these objects:
- Budgets
- Budget changes
- Budget transfers
- Changes
- Change orders
- Commitments
- Contracts
- Ideas
- Portfolios
- Potential Change Orders
- Projects
- Proposed Project Risks
- Submittals
After a workflow has been created, it can start automatically or manually. Workflows can be set to start automatically when some action occurs with the objects they run against. For example, a project workflow can be set to start automatically when a project proposal is created. Managers and administrators can also start workflows on the Start Workflows page.
Consult the Workflow Design Guide to learn more about designing and configuring workflows.
Last Published Monday, June 24, 2024