Project Workflows – Configuring Objects

There are two types of objects: Compulsory objects and Optional objects. Each compulsory object must be used within a workflow at least once.

Objects displayed with three dots shows that the particular object can be used multiple times within a workflow.

These objects cannot however be duplicated within the same phase.

Figure 1.1

Objects with one dot can only exist once within a workflow. 

Figure 1.2

Object

Compulsory within Workflow?

Include Multiple Instances within one Workflow?

Purpose

Object

Compulsory within Workflow?

Include Multiple Instances within one Workflow?

Purpose

Project Details

Yes

No

This object captures key information about a project at its inception.

More information

Project Linkage

No

No

This object enables you to identify the linkages with organisational and planning hierarchies.

A Project can be linked to Strategies, Service Profiles as well as specific Funding Partners (i.e. Agencies).

More information

Attach Document

No

Yes. Changes are incrementally updated

The object enables you to upload files and store web URLs.

This is an independent and incremental object.

More information

Preliminary Budget

No

Yes. Changes are incrementally updated

The object allows you to undertake an initial budget estimate for a project. You will be able to include predefined budget lines where specific funding is coming from through the linked Funding Partners.

This object is independent and incremental.

You can also identify Ongoing Expenses for a project which can be taken into consideration during the approval process.

More information

Business Case

No