Before a steering committee member can start a workflow project, they must
first select a methodology for the approved idea. Then, they can assign a new
project owner, set up a review board, and enter phase due dates. After the
steering committee member starts the project, it moves to the
the project owner and the review board members.
- In the hopper, next to the
approved idea, select expand
- Next to
Assign to (on start),
enter a user name or select
Set to current owner.
To change the current user, select
, then enter a different user
choose the methodology the team will use to execute the project. A methodology
is the set of phases, reviews, and requirements the project must go through
before it can be called complete.
a project using the template associated with the selected methodology.
enter the names of the users who will review the project at its various phases.
enter due dates for any or all the phases. The project due date is the last
chronological due date that you enter for any phase.