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Select a Project.
In the Project menu in the left hand column select Processes. Alternatively, you can select Processes from the top menu and then select the project you wish to work within.
Click on Start Process on the right side. This will open a page with a list of the processes you may start based on your role and project permissions.
Select a Process.
Fill in the process details.
Click the documents, processes or forms tab to attach any supporting documentation needed.
Click “Submit" to route the workflow to the next step.
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To spawn a process means to allow the current process to start another process when the workflow enters that step. When the parent process spawns another process the workflow stays in the spawn step until the child (or spawned) process completes the start step. For example, a process for Potential Change Orders could spawn a Change Order Request process.
Process Name & Number
Allows you to always see what process you are in and the number instance it is on the project.
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