(Beta) Start a Custom Workflow

Objective

After creating a new commitment, prime contract or budget change on a project, the next step will be to start the workflow so its members can respond.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the company's Directory tool. 
    OR
  • Users on the Budget, Commitments or Prime Contracts tool with the 'Can Start Workflows' granular permission enabled on their permissions template. See Grant Granular Permissions in a Project Permissions Template.
    OR
  • Users on the Budget, Commitments or Prime Contracts tool with the 'Can be Workflow Manager' granular permission enabled on their permissions template. See Grant Granular Permissions in a Project Permissions Template.

Prerequisites

• A default workflow must be set for the tool you are working in.
• If the item is a contract it must be in Draft status

Steps

1. Navigate to the tool and item containing the workflow.
2. Click Start Workflow at the top right corner of the contract.
   

Next Steps

• Respond to a Custom Workflow