Start a Workflow on a Project
Objective
After creating a new Commitment, Head 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.
- 'Admin' level permissions on the company's Directory tool.
Steps
- Navigate to the tool and item containing the workflow.
- Click Start Workflow at the top right corner of the item.