Primavera Project Workflow features automate
the process of launching, organizing, analyzing, and approving requests for
new
work: either new projects or changes to existing projects.
Step 1: Creating templates
To implement
project workflow
features, you first create workflow templates. Typically, one person
is authorized to define the workflow template structure that meets the needs
of the organization, while many people may be authorized
to initiate workflows that rely on those templates.
Each template defines
a workflow process that determines the specific data and
incremental
staff
reviews required to route a new work request through various stages to
final approval. There is one type of workflow template; request templates.
Use the template to define workflows for evaluating new project requests.
You can create an unlimited number of templates to represent
the processes your organization uses to review new work requests. To organize
your templates, you can also create an unlimited number of template categories.
Step
2: Initiating workflows
Once workflow templates are created, users can select the template
that
meets
their requirements to initiate a review and approval process for
new work requests. The selected template defines the data, routing,
and approval requirements that will be used for each stage of the workflow.
Each template stage after the first specifies the type of approval required;
for example, approval by everyone,
and identifies the individuals within the organization who participate
as reviewers. When a workflow is advanced to the next stage, an Action Required
entry
is
added for each reviewer specified for that stage in the request template.
Step 3: Participating in workflow reviews
Note:
The availability and proper functionality of workflows and related features requires the installation and configuration of the P6 Web Access workflow repository. For information, refer to your P6 administrator.
When a project workflow is initiated and advanced beyond the first stage,
reviewers in subsequent stages access and review the workflow by clicking
its name
in
the
Action Required portlet in their dashboard. Based on the approval
type and the actions of each reviewer, the workflow advances
through the stages defined in the template. If
a stage
is rejected,
the project workflow is returned to the initiator for further action.
While
the workflow is underway, users
associated with the request can access status information about the workflow
and can
visit
the workspace dedicated to the workflow
(called a workgroup) to share information. Access to workflow status and
the workspace is
provided through
the Project and Document Workflows portlet, which
is
available in
a dashboard. Users can also access the workflow workgroup from the workflow
status form and from the project request form.