Setting Up Updates for Business Process Records
Business Processes (BPs) can be associated with a specific project/shell (Project/Shell-level BP), or they can be applicable for the entire Company (company-level BP) and not be specific to a Project/Shell. The Administrator (Project/Shell or Company) determines which forms are to be used and how the workflows operate.
To set up a BP record to receive updates in a Company or Project/Shell, do one of the following:
- For a Company:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, select Company Workspace, and then select Business Process Updates.
- For a Project/Shell:
- Go to the project/shell tab and switch to Admin mode.
- In the left Navigator, select Setup, and then select Business Process Updates.
In This Section
Company Workspace and Business Process Updates
Project/Shell and Business Process Updates
Last Published Wednesday, July 2, 2025