Automate workflows

 

  • You can create automated workflows for submittals and the cost management areas, in order to route items for approval based on a sequence you create. This job aid shows you how to create workflows for submittal packages. The process is the same for cost management. 

Modify the list of workflow actions

 

  • In the Project Defaults module click List Management and select Workflow Actions from the drop-down.  This is the list of actions you’ll be able to assign to project members when you automate the workflow.

 

Project Setup Project Setup folder • E@ject Defaults • Advanced List Management • E@ject Members • Integrations Setup List Management Subcontractor Performance Evaluation

 

  • Select the check box next to an item you want to modify, and then click Edit.

 

You are here: Home Home \ Project Setup Create Group Create Item Create New Edit Delete Edit Options List by type Workflow Actions Initiator Reviewer Approver RESET TO ORGANIZATION DEFAULTS defined on System Level Description Person who would initiates the Workflow to begin Sort Order 10 20 Page 1 of 1, items 1 to 3 of 3.

 

  •  Modify the item and then click Save.

 

You are here: Home \ Project Setup \ List Managment EDIT GROUP Description Sort Order Save Initiator Person who would initiates the Workflow to begin Cancel

 

  • Add or modify items as needed to finalize your list. The same list is used for submittals as for cost management workflows, so be sure to include all actions needed.