Project Administration Page

Workflow Manager 2014

The Project Administration page lists the projects associated with your consumer companies. You can view this page by opening the Administration group in the navigation bar and clicking Projects in the Workflow Settings subgroup.

Use this page to:

Edit or delete an existing project—Drill through to a page showing the details of a single project, where you may update (see Viewing or Changing an Existing Project) or delete (see Deleting an Existing Project) that project, or mark it as inactive (see Flagging a Project as Inactive).
Create a new project—See Creating a New Project.
Filter project listing—Change which projects are displayed in the list.

The Project Administration page lists the following company details:

Project Administration Page Properties 

Property

Description

Project Name

A short description of the project.

Company

The name of the consumer company this project is associated with.

Template

The name of the workflow template this project is based on. All workflow requests made under this project will be based on the template specified in this field.

Consumer Contact

The account of the person in the workflow consumer company who should be contacted with any enquires about this project.

Administrator Contact

The account of the person in your workflow administrator company who should be contacted with any enquires about this project.

Status

The status of the project, either Active or Inactive. You cannot create workflow requests against Inactive projects.

By default, only active projects are shown in the Project Administration list, but you can update this view by selecting one of the following options from the Status combo box above the grid:

Active
Inactive
All (shows all projects, regardless of their status).

The Project Administration page has the following associated views:

Project Details Page
Policy Documents Page
Policy Document Details Page

See Also