(Beta) View a Custom Workflow on a Project

Objective

To view an in-progress workflow associated with a project level item (i.e. prime contracts, commitments, invoices).

Required User Permissions:
- 'Admin' level permissions on the Company Directory tool.
  OR
- Users with at least 'Read Only' permission to the tool containing the workflow and access granted to view items marked as private.
  
  There are certain actions within a workflow that are only available to Company Directory admins, Workflow Managers, and users with the following granular permissions:
  - Users with the 'View Workflow Templates' granular permission enabled on their permissions template. See Grant Granular Permissions in a Project Permissions Template.
    OR
  - Users with the 'View Complete Workflow History as Workflow Participant' granular permission enabled on their permissions template. See Grant Granular Permissions in a Project Permissions Template.
  - Users with the 'View Previous Step History Only' granular permission enabled on their permissions template. See Grant Granular Permissions in a Project Permissions Template.

An item (i.e. prime contract, commitment, invoice) must exist and have a custom workflow associated that has been started.

Navigate to the tool and item containing the workflow.
Click Show Workflow.

See below for more information on the available actions when viewing a workflow.

The following actions are available to users with the required user permissions:

View the workflow template of the item being viewed. This enables you to view the workflow template being used on the item in its entirety.

Click the vertical ellipsis at the top of the workflow side panel.
Click View Workflow Template.
You can now view the entire workflow template. Click into individual steps to view their details.