Workflow is the automated process for collecting and vetting
project ideas, turning the ideas into projects, and advancing projects through
phase reviews and approvals.
When workflow is on, ideas and projects flow through the following stages.
Ideas and projects flow from the
Idea
stage through the
Hopper
stage,
Active
stage, and the
Completed
stage.
Idea
stage
A user creates and submits a
project idea.
When a new idea is
submitted, it is routed to the appropriate steering committee.
The steering committee
approves or rejects the idea.
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 team roles such as Sponsor, Process Owner,
and Financial Analyst.
When a steering committee
member starts a project,
Engage
notifies the project owner so they can begin to execute the project.