When you create a project, a wizard that is based on the
template you selected collects information. After you complete the wizard pages, you can
customize the default workflow that is provided by the project
template.
Before you begin
Before you can modify a workflow, the project must not be in the In
Progress state. If it is, you must pause it.
About this task
In addition to project templates, which can include workflow
tasks and values, your installation can maintain a set of workflow templates. Workflow templates are
template components that are independent from project templates. While a project is in the Not
Started status, you can assess whether the workflow supplied by the project template is adequate or
if a different workflow template provides a better starting point. For more information about
workflow templates, see the Unica Plan Administrator's Guide.
The ability to customize template-supplied workflows is controlled by your user permissions.
Procedure
-
Open the new project and click
Workflow.
-
To replace all rows and values with data from a previously defined workflow template (if
the project is in Not Started status), click .
A warning that this procedure deletes the current workflow displays. Click
OK, then select a workflow template and click
Import.
- To change default task and stage names to reflect your
specific tasks and stages, click in the cells in first column to make
your edits. You can also change task dependencies.
-
To add rows to the workflow, click Add Row and then select
Task, Form Task,
Approval, or Flowchart approval.
-
To add a stage, click the Add Stage.
-
To add a user task, click .
-
Enter target or forecast/actual dates for the tasks, depending on how you want to use the schedule.
- You can enter a start date, end date, and duration for a task. If you enter any two of these
values, the system calculates the third value automatically. For example, if you enter a target
start and a target end date, the system calculates the duration.
- While the Schedule Through column indicates work days for a task, you can enter any date as a
start or end date. For example, for a task that is not scheduled to include weekends you can still
pick a Sunday as the end date.
- To specify that a task is a milestone, such as a drop date,
click the Milestone Type column and select
a milestone from the list.
Your administrator sets
the milestones options in this list.
- Select members or roles to assign the task to in the Members and Member
Roles columns or in the Reviewers and Reviewer
Roles columns.
-
Make other selections and entries in the spreadsheet to reflect the workflow
for your project.
- Enter any instructions or notes about a task in the Notes column.