Participating in Workflows

All workflow tasks requiring your participation are listed in the Action Required tab of the Workflows portlet on a dashboard. For example, you might be asked to evaluate new project initiatives as part of a new project evaluation workflow.

The process form that accompanies each workflow task is based on the workflow type and stage, so the information displayed might vary each time you perform this task.

Note: The Workflows portlet requires installation of BPM. See your administrator.

To review a workflow task:

Click Dashboards.
On the Dashboards page, select a dashboard.
On the dashboard, expand the Workflows portlet.
In the Workflows portlet, click the Action Required tab.
On the Action Required tab, select a task and click View Form.
Notes:
- If using BPM 11g (which always uses secure sign-on or SSO authentication) or if using BPM 10g with SSO configured, you will see the form in a new window. If SSO authentication is not configured with BPM 10g, you must log into BPM in the resulting window, close that window, and then return to P6 and click View Form again. This procedure is required whenever your BPM session expires.
- For workflow tasks with no associated form, this icon is disabled. To perform an action on a workflow task with no associated form, log into BPM and use the available menus, buttons, and other options on the form. It is also possible to design a solution using the P6 Integration API.
On the BPM Workflow Form dialog box, select an action to perform or review the resulting form or message. The title and available screen elements of this form vary depending on the selected workflow, stage, task, and steps.
Click Submit, Save, or a similar command to complete the action required for this particular workflow task.

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