1. How do I Set Up and Manage Approval Workflows in Oracle Project Management
  2. Setting Up and Managing Approval Workflows in Oracle Project Management

Setting Up and Managing Approval Workflows in Oracle Project Management

Use BPM Worklist to set up and manage approval workflows.

You can access BPM Worklist using the Manage Task Configurations for Project Financial Management or Manage Task Configurations for Project Execution Management task (depending on whether you want to set up and manage approval workflows in Project Financial Management or Project Execution Management applications) in the Setup and Maintenance work area.

BPM Worklist lets users view and manage their assigned tasks. In BPM Worklist, you can configure approval management by setting up workflow tasks that require user actions for approvals, including managing associated notifications. For example, you can define the number of required approval levels, direct the approval routing, and handle email notifications. A workflow notification may be sent when a task is assigned, completed, or overdue. You'll receive both in-app and email notifications when a task is assigned to you for approval.

Here are some ways you can configure workflow tasks and notifications:
  • Determine the number of approval levels needed for transactions exceeding a specified amount.
  • Assign approvers based on the supervisory hierarchy in Oracle Fusion Cloud HCM.
  • Create approval groups to assign tasks to a group of users rather than an individual.
  • Control when notifications are sent to users involved in the task.
  • Enable or disable in-app or email notifications, or both.
After all required approvers have given their consent, the approved actions take effect. Some tasks may only be informational, requiring no action from assignees.
Note: For generic guidance on customizing workflows and notifications, see Workflow Approvals and Notifications in the Implementing Applications guide. For information on configurable workflow notifications in Oracle Project Management, see Overview of Configurable Workflow Notifications in Project Management.

Get Started

In the Offerings work area, enable the Approval Routing Administration feature at the offering level so that these setup tasks are available in the Application Extensions functional area:
  • Manage Task Configurations
  • Manage Approval Groups

These setup tasks take you to BPM Worklist, where you can set up and configure your workflows.