Start a Workflow on a Project

After creating a new Commitment, Prime Contract or Budget Change on a project, the next step will be to start the workflow so assignees can respond.

• 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.

1. Navigate to the tool and item containing the workflow.

2. Click Start Workflow at the top right corner of the item.