Monthly Updates Business Process
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..
In This Section
Monthly Updates Business Process Workflow
Creating Monthly Updates Record
Revising Monthly Updates Record
Approving Monthly Updates Record
Viewing Closed Monthly Updates Record
Last Published Monday, August 28, 2023