Project Requests Business Process
Purpose
You can use a Project Requests record to define basic project information and initiate the approval process for new projects.
Business process characteristics
The Project Requests business process is a company-level business process without line items but with workflow. An individual help file is available for this business process.
The system copies the restrictions defined on the Record Properties tab of the Business Process setup from the selected shell template to the new shell. For example, if the Record Properties tab is used to prevent users from downloading attachments, this restriction carries forward.
Groups associated with this business process
Company Administrator, Creator, Reviewer, All Company Users
Record Statuses
Pending (non-terminal status), Approved (terminal status), Rejected (terminal status), or Canceled (terminal status)
Additional Information
- Enabled for mobile devices.
- Step completion policy and resolving actions can differ between steps.
- Enabled for integration.
- Enabled for publish path.
Files attached to the business process forms, or to line items, will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
Files that are attached to a business process form, or to its line items, from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
In This Section
Creating a Project Requests Record
Routing a Project Requests Record
Last Published Monday, August 28, 2023