Working With the Workflow Configuration Wizard

A published workflow design, coupled with a published workflow configuration, makes a complete workflow, which you can run against objects in Primavera Cloud. After you have created a workflow design, use the Workflow Configuration Wizard to specify its details.

The Workflow Configuration Wizard has two steps. On the first step, select a workflow design. The second step, Configure Workflow, is where you set the important details. Here are the main parts of the Configure Workflow step:

Workflow Configuration Wizard. Labeled elements are described in the corresponding table of screen highlights.

Table of Screen Highlights

Item

Description

1

Workflow diagram: Select Show Diagram to view the workflow diagram.

2

Workflow element list: The workflow element list lists all workflow elements for which you can set detailed properties. When you select a workflow element in this list, its properties appear in the Options area (3). Selectable elements include the entire workflow, steps, and tasks.

3

Options area: When you select a workflow element in the element list, its properties appear here.