Workflow is the automated process for collecting and vetting
project ideas, turning the ideas into projects, and advancing projects through
phase reviews and approvals.
Watch this video to learn more:
When workflow is on, ideas and projects flow through the following stages:
Ideas stage
A user creates and submits a
project idea.
When a new idea is
submitted, it is routed to the appropriate steering committee.
Any steering committee
member can start a project.
To start the project, the
steering committee member selects a methodology and assigns users to the
project review board according to user roles such as Sponsor, Process Owner,
and Financial Analyst.
When a steering committee
member starts a project, the project owner is notified so they can begin to
execute the project.