Approval Workflows in Oracle Project Management

The following table lists some of the key approval workflows in Oracle Project Management. For detailed information on these approval workflows, see Workflows in Oracle Project Management.

You can access all of these approval workflows using the Task Configuration page in BPM Worklist. For information on how to access BPM Worklist and search for workflows, see Search for Workflow Tasks to Configure in the Implementing Applications guide.

Workflows in Oracle Project Management

Workflow Name - BPM Task Name	Workflow Trigger and Description
Project Contract Invoice Approval - InvoiceApprovalHumantask	When an invoice is submitted for approval, this workflow notifies the administrator of the contract associated with the invoice, who must approve or reject the submitted invoice.
Generate Financial Plan Amounts Notification - HumantaskNotification	When the Generate Financial Plan Amounts process is run, this workflow sends an FYI notification to the person who submitted the process.
Project Financial Plan Approval (Budgets and Forecasts) - ApprovePlanVersion	When a financial plan version is submitted for approval, this workflow notifies configured approvers, who must approve or reject the financial plan version. It also sends an FYI notification to the project manager and the user who initiated the workflow.
Project Financial Plan Approval (Budgets and Forecasts) - NotifyFinancialPlanApproved	When a financial plan version is approved by the configured approver, this workflow sends an FYI notification to configured recipients indicating that the plan version has been approved.
Project Financial Plan Approval (Budgets and Forecasts) - NotifyFinancialPlanRejected	When a financial plan version is rejected by the configured approver, this workflow sends an FYI notification to configured recipients indicating that the plan version has been rejected.
Project Financial Plan Approval (Budgets and Forecasts) - NotifyFinancialPlanReworked	When a financial plan version is reworked and submitted for approval, this workflow notifies configured approvers, who must approve or reject the financial plan version. It also sends an FYI notification to the project manager and the user who initiated the workflow.
Project Cost Adjustment Approval - ApproveAdjustment	When any of the following project cost adjustments is attempted by a user, this workflow notifies configured approvers, who must approve or reject the project cost adjustment. Transfer Split Split and transfer Set to billable Set to nonbillable Set to capitalizable Set to noncapitalizable Hold invoice until released Hold invoice once Release invoice hold Hold revenue until released Release revenue hold Change work type
Project Cost Adjustment Approval - NotifyAdjustmentApproval	When a project cost adjustment is approved or rejected by configured approvers, this workflow sends an FYI notification to the requester and approver.
Project Expenditure Batch Approval - ProjectExpenditureBatchApprovalTask	When a project expenditure batch is submitted for approval, this workflow notifies configured approvers, who must approve or reject the project expenditure batch.
Project Expenditure Batch Approval - ProjectExpenditureBatchApprovalNotifyTask	When a project expenditure batch is approved or rejected by configured approvers, this workflow notifies configured recipients.
Project Labor Schedule Version Status Change Approval - LaborScheduleVersionStatusApproval	When a labor schedule version is set to Active status from New or Inactive, this workflow notifies configured users that the labor schedule version is being set to active and that costs will start to be distributed through it after it's approved using this workflow.
Task and Action Item Notification - TaskEmailNotificationHumantask	When any of the following is true, this workflow sends notifications to the task owner and follower. A follower is added. A followed task is completed. A task, action item, to-do task, or milestone is assigned.
Project Manager Daily Digest - emailDigestHumantask	When it's time to send regular notifications containing status of tasks, issues, action items, deliverables, change orders, or task exceptions, this workflow sends FYI notifications to project managers.
Change Orders Notification - ChangeManagementEventNotificationHumantask	When any of the following events occurs, this workflow sends a notification to the change order creator, impact assessors, reviewers, approvers, and implementers. Change order is created or reassigned. Change order is closed. Change order is canceled. Change order is approved or rejected. Work on change order is completed. Participant is removed from the change order. Participant is added to the change order. Note that approvers only receive notifications that they need to approve. They must go to Oracle Project Management and approve the change order manually.
Deliverable Notification - DeliverablesNotificationsHumanTask	When a deliverable is completed, this workflow sends an FYI notification to the creator, owner, and project manager.
Project Status Change Approval - ProjectStatusNotificationApproval	Project Status Change Approval - ProjectStatusNotificationApproval

Note: Apart from the Oracle Project Management approval workflows, there are other project-related approval workflows, such as approval of project-related AP invoices, project contracts (for billing), project time cards, and so on, in other subledger applications. You can find guidance on these approval workflows in the documentation associated with the application to which they belong.