Create a Notices to Proceed record in the Tasks log to initiate and accept/reject a new Notices to Proceed approval request.
In the Notice to Proceed form, provide detailed information about the work that can begin and select the vendor and contract associated with the work. After completing the Notices to Proceed form, select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your project. Ensure that you are in the User mode.
- Expand the Financial Transactions node and expand the Commitment node.
- Select Notices to Proceed.
- From the BP log page, click Create.(Required) In the Title field, enter a title.
- In the Contract field click Select, select a contract, and click Open. The Contract Summary section is auto-populated with the selected contract's information.
- In the Vendor field click Select, select a vendor, and click Open.
- In the Description field enter a description.
- From the Workflow Actions list select Submit.
- On the Action Details tab, click To, select and add an assignee, click Add, and click OK.
- Click Send to route the record for approval and then click OK.