Working with Processes

The Processes and Workflows features, together in the Guide pane, provide you with ways to organize your work in Primavera Portfolio Management (Primavera Portfolio Management). The Processes tab displays sets of favorite URLs and guided processes that provide you with direct access to various objects, including Primavera Portfolio Management documents, and any local or web URLs. The Workflows tab displays your workflows.

Processes also enable you to create text objects, for use as titles and explanatory text for your processes.

The guided processes are displayed as links with descriptions in user-defined folders in a pane to the left of the workspace in any of the Primavera Portfolio Management modules. Folders are organized in a processes hierarchy and can be manipulated like any other Primavera Portfolio Management folder.

It is possible to export and import Processes process folders through Primavera Portfolio Management packages. This enables Playbook writers and solution developers to define structured flows for different processes and different rolls within the playbooks/solutions they are providing.