Start a Workflow on a Project

Objective

After creating a new Commitment, Main Contract or Budget Change on a project, the next step will be to start the workflow so assignees can respond.

Things to Consider

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

Steps

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

See Also

• Respond to a Workflow on a Project