Project Workflows – 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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Figure 1.1

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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Figure 1.2

• 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.

• STEP 4: Add overall assessment score and project rating type. You can 'Add New Criteria' for rating type as well.

• 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.