Purpose
Initiate a new monthly update record. This form is filled in by the owner's project manager or owners representative to report status, trends and risks to project owners.
Characteristics
This is a Project level business process with a workflow.
Record Statuses
- Pending: a non-terminal status
- Approved: a terminal status
- Rejected: a terminal status
- Canceled: a non-terminal status
Groups associated with this business process
- Creation: Project Manager can create this record.
- Review: Customer (project owner) can review this record. All Project Users can be copied on this record.
- Revision: Project Manager can review this record. All Project Users can be copied on this record.
- End: All Project Users can be copied on this record..