Sub-workflow Task Options Fields

These fields appear when you select a sub-workflow task on the Configure Workflow step of the Workflow Configuration Wizard.

Context Type

The kind of object that the task runs against. Which values are available in this field varies by task type.

Budget: The task runs against budgets.

Budget Change: The task runs against budget changes.

Budget Transfer: The task runs against budget transfers.

Change Order: The task runs against contract change orders.

Changes: The task runs against contract changes.

Commitment: The task runs against contract commitments.

Contract: The task runs against contracts.

Idea: The task runs against ideas.

Portfolio: The task runs against the portfolio planning period specified in the Context Object field. You can also set Form tasks, Update Field tasks, and Sub-workflow tasks with a context type of Portfolio to run against objects that are included in the specified portfolio by setting the Task Distribution field to any value other than Context Object. With the Context Type field set to Portfolio and the Task Distribution field set to any value other than Context Object, the task becomes an iterative task, which means it is copied and repeated for all relevant objects in the specified portfolio.

Potential Change Order: The task runs against potential change orders for contracts.

Project: The task runs against projects.

Risk: The task runs against risks.

Same as sub-workflow (Sub-workflow tasks only): The task runs against the same object that the sub-workflow runs against.

Same as step: The task runs against the same object that the associated step runs against.

Submittal: The task runs against submittals.

Context Object

The specific project, project proposal, portfolio planning period, or scenario that the task runs against. If you do not specify a context object here, the context object is the object that the related step runs against.

Same as Step

For tasks that have a Context Type value of Budget but exist in workflows or steps that have a Context Type value of Project, this option specifies whether the task runs against the project that the step runs against.

Task Distribution

This field is only available if the Context Type value of the task is Portfolio. It determines whether the task runs against a portfolio planning period specified in the Context Object field or against objects that are included in the specified portfolio.

Context Object: The task runs against the portfolio planning period specified by the Context Type or Context Object field.

Selected Projects: The task becomes an iterative task, which means it is copied and repeated for all projects marked Selected or Forced In in the portfolio planning period specified by the Context Type or Context Object field.

Candidate Projects: The task becomes an iterative task, which means it is copied and repeated for all projects marked Unselected in the portfolio planning period specified by the Context Type or Context Object field.

All Scenarios: The task becomes an iterative task, which means it is copied and repeated for all scenarios in the portfolio planning period specified by the Context Type or Context Object field.

Scenarios for Review: The task becomes an iterative task, which means it is copied and repeated for all scenarios in the portfolio planning period specified by the Context Type or Context Object field.

Sub-workflow

The workflow that starts when the sub-workflow task is initiated.

Host Workflow waits for completion of Sub-workflow

Determines whether the primary workflow will pause until the sub-workflow is complete or if it will continue running while the sub-workflow runs.

Sub-workflow Manager

The user or users who can monitor the sub-workflow and complete tasks on behalf of performers assigned to sub-workflow tasks.

Confirm Task Completion

When set to Yes, the system prompts performers to verify that they have properly completed the task before it marks the task as complete.

When set to No, the system will not ask performers to confirm that they have properly completed the task.

Instance Name

The name of the sub-workflow instance. This is a user-defined value that is set when the sub-workflow task is configured.


Last Published Tuesday, May 21, 2024