There are several approaches that can be taken to managing project activities including agile, interactive, incremental, and phased approaches. Such phases can differ from organisation to organisation and from project to project. This area can be used to define customised workflows so that different project types can accommodate its own type of project management workflow.
Custom workflows created here work similarly to templates. Each workflow consists of a series of phases and each phase in turn, consists of a group of objects which are the activities involved in managing a project.
Create a new workflow
Create phases and objects for your workflow
Configure the workflow objects as per requirements
Designate and configure Sign Off Points
Designate and configure Email Alert Points
This is applied to the 'Default Project Type' which is provided with the standard configuration. If you apply this to a new project, you will be able to create and observe these phases via the tabs at the top as follows:
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If a workflow has been applied to any existing projects, the system will allow you to add new objects as well as remove existing objects. However, removing objects will result in any data that was previously entered within that object for a project not being visible unless you add the object at a later date.
A warning message will be displayed if you try to remove such object:
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Create a New Workflow
There are two methods for creating a new workflow. The first is to start with a blank template and build your workflow from the ground up or make a copy of an existing workflow and make modifications as required.
STEP 1: Click Framework > Project Workflows to set up your organisation's project framework workflow.
STEP 2: Click 'Add New Workflow' link and enter the workflow name.
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If you want to create a workflow by duplicating an existing workflow, select an existing one from the 'Template Workflow' dropdown. duplicate.
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STEP 3: To associate an assessment template with the workflow, select an assessment template from the list. Workflows that have been already created will be displayed for selection.
You must assign an assessment template in order to carry out an Assessment via the Assessment Model object. Only one assessment template can be assigned for a single workflow.
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STEP 4: Add overall assessment score and project rating type. You can 'Add New Criteria' for rating type as well.
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STEP 5: Associate a customised calendar using the calendar dropdown. Multiple calendar versions can be created through the Framework> Project Settings> Calendar area by the IPM administrator. The schedule of the project would be determined by the selected calendar.
STEP 6: Click 'Insert' to save your entry.
Once the workflow has been created, click the hyperlinked title to start adding Phases and Objects.