Project Details Page

Workflow Manager 2014

The Project Details page allows you to view and update the details of an individual project. Also use this page to remove an existing completed project, or to mark a completed project as Inactive.

The following options are available on the Project Details page. Not all of the sections on this page will be expanded by default. Click the blue arrow next to any section name to expand it.

Project Details Page Options
Section	Option	Description
General Information	Project Name	A short description for the project.
	Company/Business Unit	The name of the workflow consumer company associated with this project. This field is only updatable when you first create the project; every project must be associated with one workflow consumer company.
	Workflow/Request Prefix	To uniquely identify it, every workflow request is automatically assigned a unique integer by Workflow Manager. Use this field to define a project-specific prefix for the workflow request identifiers. The default choice is WR.
	Template	Choose the workflow template that you want all workflow requests associated with this project to use.
	Deployment Template	The deployment template associated with this project. Note: If a template with the Template Type of Deployment does not exist, this field will be blank.
	Consumer Contact	Record the account name of the workflow consumer who should be contacted with any queries related to this project. Click the Assign Consumer Contact button to open the Select User window and search for an appropriate account. See Searching for Accounts for details.
	Administrator Contact	Record the account name of the workflow administrator who should be contacted with any queries related to this project. Click the Assign Administrator Contact button to open the Select User window and search for an appropriate account. See Searching for Accounts for details.
Project Information	Status	The status of a project can be either Active or Inactive. Workflow requests can only be assigned to active projects. Tip: Changing the status of the project also automatically updates the status of all of its associated workflow requests.
	Allow new Workflows	If a project’s status is set to Inactive, then all of its associated active workflow requests are also made inactive. If you want to mark this project as “inactive” but allow all of its associated active workflow requests to remain active, leave the project’s Status set to Active but set its Allow new Workflows property to No. With this property set to No, customers will be unable to create any new workflow requests for this project, but the active workflow requests will remain active and will be included in reporting.
	Workflows	This read-only field lists the number of active and inactive workflows associated with this project.
	Project ID	An optional identifier for the project. This could be an internal project tracking number, or an identifier in your CRM software.
	Project Locator	Not currently in use.
SLA Information	Workflow Due Period	The number of days which should be taken to complete workflow requests associated with this project. You may override this setting at the workflow request level.
	Workflow at Risk Period	The elapsed time (in days) after which workflow requests associated with this project should be considered at risk of not being completed on time. You may override this setting at the workflow request level.
	Start Date	The date the project was started. Defaults to the current date. Click the calendar icon next to this field to update the project start date.
	End Date	The date when the project (and all of its associated workflow requests) is estimated to be completed. Tip: The information entered in this field is not currently used in any Workflow Manager calculations.
	Acceptance Term	Not currently in use.
	Send Email at Workflow Risk	Set this field to Yes if you want email notifications to be sent out when a workflow request passes its at risk date.
Work Week Information	Length of a Work Day	Use this field to define the length of a typical working day. This field is used to convert hours into days when calculating elapsed time for workflow requests. For example, if the elapsed time for a particular workflow step is 45 hours, and a standard working day is 8 hours long, Workflow Manager will convert the 45 hours into 5 days and 5 hours in relevant reports. Note: This field defaults to the Length of a Work Day value defined on the Calendar Settings page. See Modifying Default SLA Calendar Settings for details.
Work Week Information	Exclude Weekends?	Ensure this check box is selected if your company does not consider weekends to be part of the working week. Saturdays and Sundays will then be omitted from elapsed time calculations. Note: This field defaults to the Exclude Weekends value defined on the Calendar Settings page. See Modifying Default SLA Calendar Settings for details.
Holiday Information	Existing Holidays	Define any public holidays or office shut downs for your company. These days will be omitted from elapsed time calculations. Populating this list is identical to populating the Existing Holidays list on the Calendar Settings page. See Modifying Default SLA Calendar Settings for more information.
Automatic Work Assignment	Available Users	List of all of the data elements in the workflow which will collect a directory service user account with the directory service attribute of SAMACCOUNTNAME. See Setting Up Automatic Work Assignment for more information.
Automatic Work Assignment	Role to Be Auto Assigned	Select which user role you want to automatically be assigned work in this project. The selection of this role determines which workflow steps will be automatically assigned. These roles are listed in the format of Company Name: Role Name

Additional Links

The following links are available on the Project Details page:

Project Details View Links
Option	Description
Add/Edit Policy Documents	Click to open the Policy Documents page for this project, where you can view this project's associated policy documents and add new policy documents. A policy document is a file that you upload to associate it with a project, making it centrally available to all people involved, such as a contract, company procedures for packaging applications, software distribution procedures, etc.

Project Details Page

Workflow Manager 2014 Help Library

September 23, 2014