BP Data Transfer Business Process

The BP Data Transfer business process is an administrative business process used as a mechanism to get data from the Project Request BP to the resulting Project shell. This BP:

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Completed

terminal status

Workflow

The default workflow for the BP Data Transfer business process is set up in a certain way; however, your organization might use it differently. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Related Processes

The BP Data Transfer business process might create the following business processes: Estimate, Project Closeout Checklist

The BP Data Transfer business process might be created by the following business processes: Project Request

Creating a BP Data Transfer Record

Create a BP Data Transfer record by navigating to Information / General / BP Data Transfer on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing BP Data Transfer task that has been assigned to you from the Tasks log.

Complete the BP Data Transfer form and attach related documents, if needed. After completing the form, click Send and 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.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Information, select General, and then select BP Data Transfer.
  3. On the BP Data Transfer page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this BP Data Transfer.
    • If permitted, you can add users to the CC list. These users will receive a notification about this BP Data Transfer but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the BP Data Transfer Form

General

Data flows from Project Requests to BP Data Transfer, and it assigns users to their applicable project/shell-level user groups.

Field Name

Access

Description

Project Manager

Editable

Project Manager for this project

Project Sponsor

Editable

The sponsor of the project

Finance and Legal Responsible Officer

Editable

The officer responsible for finance and legal

Project Coordinator

Editable

The coordinator of the project

Status

Read-Only

 

Record Templates

Automatically creates records and the corresponding line items in the current project. (This eliminates the need to add the CBS Code-based line items or a standard set of closeout items manually.) The template records are specified in the Project Configuration business process.

Field Name

Access

Description

Estimate Record Template

Editable

Estimate record to use as a template when creating a new record in this project

Estimate Record

Read-Only

Link to the created Estimate record, after it is created

Project Closeout Checklist Record Template

Editable

Project Closeout Checklist record to use as a template when creating a new record in this project

Project Closeout Checklist Record

Read-Only

Link to the created Project Closeout Checklist record, after it is created

System Information

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Record Last Update Date

Read-Only

Date that this record was last updated

Creation Date

Read-Only

Date that the record was created

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions



Last Published Monday, April 14, 2025