Delivered Workflows for Project Request Approval
This topic discusses the delivered Project Request Approval workflows. The workflows are listed alphabetically by workflow name.
This topic discusses the approval process for Funding Department Managers workflow, which includes these events:
Preapproved.
Return to requester.
This workflow is active only if funding manager approval is required, which is established on the Installation Options - Program Management page (INSTALLATION_PGM).
Preapproved Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a project request approver approves a project request and submits it for approval to the funding department managers. |
|
Action Description |
The system sends a worklist item to all funding department managers of the departments that are listed in the cost departments on the Summary Cost/Benefits page (BC_EST_COST_BENFT), and changes the project request status to Operationally Approved. |
|
Notification Method |
Worklist |
Preapproved Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
PRE_PROCESS (PRE APPROVED) |
|
Approval Rule Set |
PPK_FUNDMGT_APPROVAL |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PJ_FUNMGT_APPROVAL |
|
Role |
MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT |
Return to Requester Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a Funding Department manager clicks the Returned button on the Funding Department Approval page (PPK_FUND_APPROVAL). |
|
Action Description |
The system sends a worklist item to the person in the Approver field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Returned. |
|
Notification Method |
Worklist |
Return to Requester Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
RETURN_REQ (Return to Requester) |
|
Approval Rule Set |
PPK_FUNDMGT_APPROVAL |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PJ_FUNMGT_APPROVAL |
|
Role |
MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT |
This topic discusses the approval process for Project Approver workflow, which includes these events:
Approval process event.
Return event.
Approval Process Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a user clicks the Submit button on the Project Request page (BC_PROJ_REQUEST1). |
|
Action Description |
The system sends a worklist item to the individual who is identified in the Approver field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Submitted. |
|
Notification Method |
Worklist |
Approval Process Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
APPROVAL_PROCESS |
|
Approval Rule Set |
PPK_PROJ_APPROVAL |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PRJ_APPROVE_ACTIVITY |
|
Role |
SUPERVISOR, MANAGER, VICE_PRESIDENT |
Return Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a the approver clicks the Return button on the Project Request Approval page (BC_PROJ_REQUEST1). |
|
Action Description |
The system sends a worklist item to the individual who is identified in the Requester field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Returned. |
|
Notification Method |
Worklist |
Return Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
RETURN_EVEN |
|
Approval Rule Set |
PPK_PROJ_APPROVAL |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PRJ_APPROVE_ACTIVITY |
|
Role |
SUPERVISOR, MANAGER, VICE_PRESIDENT |
This topic discusses the Notification for Approved or Denied Request workflow, which includes these events:
Approver send email.
Notify sponsor.
Notify project manager.
Note: This activity is active only if funding manager approval is not required, which is established at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).
Approver Send Email Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a project request is approved or denied by the project request approver. |
|
Action Description |
The system sends an email to the individual who is identified in the Requester field on the Project Request page (BC_PROJ_REQUEST1). |
|
Notification Method |
|
Approver Send Email Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
Approver Send Email |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DENY_OWNER |
|
Role |
None |
Notify Sponsor Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a project request is approved or denied by the project request approver. |
|
Action Description |
The system sends an email to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate. |
|
Notification Method |
|
Notify Sponsor Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
TO_SPONSOR |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DENY_OWNER |
|
Role |
None |
Notify Project Manager Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a project request is approved or denied by the project request approver. |
|
Action Description |
The system sends an email to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate. |
|
Notification Method |
|
Notify Project Manager Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
PRJ_MGT |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DENY_OWNER |
|
Role |
None |
This topic discusses the Notification for Funding Department Manager Approved or Denied Request workflow, which includes these events:
Approver send email.
Notify sponsor.
Notify project manager.
This workflow is active only if funding manager approval is required, which is established at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).
Approver Send Email Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a project request is approved by all funding department managers or denied by any funding department manager. |
|
Action Description |
The system sends email notifications to the individuals who are identified in the Requester and Approver fields on the Project Request page (BC_PROJ_REQUEST1). |
|
Notification Method |
|
Approver Send Email Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
Approver Send Email |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DNY_FUND |
|
Role |
None |
Notify Sponsor Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a project request is approved by all funding department managers or denied by any funding department manager. |
|
Action Description |
The system sends an email to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate. |
|
Notification Method |
|
Notify Sponsor Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
TO_SPONSOR |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DNY_FUND |
|
Role |
None |
Notify Project Manager Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a project request is approved by all funding department managers or denied by the project request approver. |
|
Action Description |
The system sends an email to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate. |
|
Notification Method |
|
Notify Project Manager Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
PRJ_MGT |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_APR_DNY_FUND |
|
Role |
None |
This topic discusses the Notification to Funding Manager workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when the individual who is specified in the Approver field on the Project Request Page (BC_PROJ_REQUEST1) submits, approves, or declines a project request. |
|
Action Description |
The system sends an email notification to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Submitted. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
Send Email mgts |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_EMAIL_ACTIVITY2 |
|
Role |
None |
This topic discusses the Notification to Project Sponsor workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when a project request is submitted for approval. |
|
Action Description |
The system sends an email notification to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Submitted. |
|
Notification Method |
|
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
BC Send Email |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_SUBMIT_ACTIVITY |
|
Role |
None |
This topic discusses the Request for Detail Project Plan workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
This event is triggered when an approver clicks the Costing button on Project Request Approval page (BC_PRJ_APPROVAL). |
|
Action Description |
The system sends a worklist item to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Costing. |
|
Notification Method |
Worklist |
Workflow Objects
|
Information Type |
Description |
|---|---|
|
Event |
COSTING_PLAN |
|
Approval Rule Set |
None |
|
Business Process |
PPK_PROJ_APPR_BP |
|
Activity |
PPK_PJ_COST |
|
Role |
None |