Workflow: A "Workflow" defines the series of phases involved in managing a project. This is configured by Project Administrator according to the organisational requirements and contains phases from the initial idea or concept of a project, through to project completion and review.
Multiple workflows can be created but each workflow must be assigned to a Project Type in order for it to be assigned to a project. (See Workflow Linking)
Phase: Each workflow may consist of a series of Phases - the major areas involved in managing a project. It is mandatory to have at least one phase in your workflow in order to add objects.
Object: Within each phase there may be a number of objects, which are the key steps involved in completing the phase. Each object performs a unique function. Please refer section on 'Objects' for more information.
Sign Off: Some phases may have one or more Sign Offs, which points to the Project Owner or other responsible person requests the Sign Off Authority to give a formal go ahead to the project.
Sign Off Authority: The Sign Off Authority is the decision maker who signs off on a project phase; he or she can choose to Approve, Reject or even Defer a sign off request.
Project Type: Project Type defines a project into one of the several major classifications of projects in the organisation. The IPM Administrator setups the project types according to organisational business needs and assign each type to a particular workflow (See Project Type Configuration).
When creating a new project record, the Project Type setting defines the workflow which needs to be followed in order to complete the project.
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Last revised: September 23, 2018