Delivered Workflows for Program Management

Appendix: Delivered Workflows for Program Management

This appendix discusses delivered workflows for:

Project Request Approval
Issue Management
Activity Resource notification
Deliverables
Change Requests
Program Budgeting

See Also

Using PeopleSoft Applications PeopleBook

Enterprise PeopleTools PeopleBook: PeopleSoft Workflow

Delivered Workflows for Project Request Approval

This section discusses the delivered Project Request Approval workflows. The workflows are listed alphabetically by workflow name.

See Also

Project Request Approval Workflow

Approval Process for Funding Department Managers

This section discusses the approval process for Funding Department Managers workflow, which includes these events:

Preapproved.
Return to requester.

This workflow is active only if funding manager approval is required, which is established on the Installation Options - Program Management page (INSTALLATION_PGM).

Preapproved Description

Event Description	This event is triggered when a project request approver approves a project request and submits it for approval to the funding department managers.
Action Description	The system sends a worklist item to all funding department managers of the departments that are listed in the cost departments on the Summary Cost/Benefits page (BC_EST_COST_BENFT), and changes the project request status to Operationally Approved.
Notification Method	Worklist

Preapproved Workflow Objects

Event	PRE_PROCESS (PRE APPROVED)
Approval Rule Set	PPK_FUNDMGT_APPROVAL
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_PJ_FUNMGT_APPROVAL
Role	MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT

Return to Requester Description

Event Description	This event is triggered when a Funding Department manager clicks the Returned button on the Funding Department Approval page (PPK_FUND_APPROVAL).
Action Description	The system sends a worklist item to the person in the Approver field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Returned.
Notification Method	Worklist

Return to Requester Workflow Objects

Event	RETURN_REQ (Return to Requester)
Approval Rule Set	PPK_FUNDMGT_APPROVAL
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_PJ_FUNMGT_APPROVAL
Role	MANAGER, DIRECTOR_FUNDING, VICE_PRESIDENT

Approval Process for Project Approver

This section discusses the approval process for Project Approver workflow, which includes these events:

Approval process event.
Return event.

Approval Process Description

Event Description	This event is triggered when a user clicks the Submit button on the Project Request page (BC_PROJ_REQUEST1).
Action Description	The system sends a worklist item to the individual who is identified in the Approver field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Submitted.
Notification Method	Worklist

Approval Process Workflow Objects

Event	APPROVAL_PROCESS
Approval Rule Set	PPK_PROJ_APPROVAL
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_PRJ_APPROVE_ACTIVITY
Role	SUPERVISOR, MANAGER, VICE_PRESIDENT

Return Description

Event Description	This event is triggered when a the approver clicks the Return button on the Project Request Approval page (BC_PROJ_REQUEST1).
Action Description	The system sends a worklist item to the individual who is identified in the Requester field on the Project Request page (BC_PROJ_REQUEST1) and changes the project request status to Returned.
Notification Method	Worklist

Return Workflow Objects

Event	RETURN_EVEN
Approval Rule Set	PPK_PROJ_APPROVAL
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_PRJ_APPROVE_ACTIVITY
Role	SUPERVISOR, MANAGER, VICE_PRESIDENT

Notification for Approved or Denied Request

This section discusses the Notification for Approved or Denied Request workflow, which includes these events:

Approver send email.
Notify sponsor.
Notify project manager.

Note. This activity is active only if funding manager approval is not required, which is established at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).

Approver Send Email Description

Event Description	This event is triggered when a project request is approved or denied by the project request approver.
Action Description	The system sends an email to the individual who is identified in the Requester field on the Project Request page (BC_PROJ_REQUEST1).
Notification Method	Email

Approver Send Email Workflow Objects

Event	Approver Send Email
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_APR_DENY_OWNER
Role	None

Notify Sponsor Description

Event Description	This event is triggered when a project request is approved or denied by the project request approver.
Action Description	The system sends an email to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate.
Notification Method	Email

Notify Sponsor Workflow Objects

Event	TO_SPONSOR
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_APR_DENY_OWNER
Role	None

Notify Project Manager Description

Event Description	This event is triggered when a project request is approved or denied by the project request approver.
Action Description	The system sends an email to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate.
Notification Method	Email

Notify Project Manager Workflow Objects

Event	PRJ_MGT
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_APR_DENY_OWNER
Role	None

Notification for Funding Department Manager Approved or Denied Request

This section discusses the Notification for Funding Department Manager Approved or Denied Request workflow, which includes these events:

Approver send email.
Notify sponsor.
Notify project manager.

This workflow is active only if funding manager approval is required, which is established at the installation level by using the Program Management page (INSTALLATION_PGM) in the Installation Options component (INSTALLATION).

Approver Send Email Description

Event Description	This event is triggered when a project request is approved by all funding department managers or denied by any funding department manager.
Action Description	The system sends emails to the individuals who are identified in the Requester and Approver fields on the Project Request page (BC_PROJ_REQUEST1).
Notification Method	Email

Approver Send Email Workflow Objects

Event	Approver Send Email
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_APR_DNY_FUND
Role	None

Notify Sponsor Description

Event Description	This event is triggered when a project request is approved by all funding department managers or denied by any funding department manager.
Action Description	The system sends an email to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate.
Notification Method	Email

Notify Sponsor Workflow Objects

Event	TO_SPONSOR
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_APR_DNY_FUND
Role	None

Notify Project Manager Description

Event Description	This event is triggered when a project request is approved by all funding department managers or denied by the project request approver.
Action Description	The system sends an email to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Approved or Denied as appropriate.
Notification Method	Email

Notify Project Manager Workflow Objects

Event	PRJ_MGT
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_APR_DNY_FUND
Role	None

Notification to Funding Manager

This section discusses the Notification to Funding Manager workflow.

Description

Event Description	This event is triggered when the individual who is specified in the Approver field on the Project Request Page (BC_PROJ_REQUEST1) submits, approves, or declines a project request.
Action Description	The system sends an email notification to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Submitted.
Notification Method	Email

Workflow Objects

Event	Send Email mgts
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_EMAIL_ACTIVITY2
Role	None

Notification to Project Sponsor

This section discusses the Notification to Project Sponsor workflow.

Description

Event Description	This event is triggered when a project request is submitted for approval.
Action Description	The system sends an email notification to the individual who is identified in the Sponsor field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Submitted.
Notification Method	Email

Workflow Objects

Event	BC Send Email
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_SUBMIT_ACTIVITY
Role	None

Request for Detail Project Plan

This section discusses the Request for Detail Project Plan workflow.

Description

Event Description	This event is triggered when an approver clicks the Costing button on Project Request Approval page (BC_PRJ_APPROVAL).
Action Description	The system sends a worklist item to the individual who is identified in the Project Manager field on the Project Request page (BC_PROJ_REQUEST1), and changes the project request status to Costing.
Notification Method	Worklist

Workflow Objects

Event	COSTING_PLAN
Approval Rule Set	None
Business Process	PPK_PROJ_APPR_BP
Activity	PPK_PJ_COST
Role	None

Delivered Workflows for Issue Management

This section discusses the delivered Issue Management workflows, which includes these events:

Create Issue Notification
Assign Issue Notification
Update Issue Notification

These workflows are active only if Issue Management workflow has been enabled on the Installation Options - Program Management page (INSTALLATION_PGM).

Create Issue Notification Description

Event Description

Click the Submit button on the Issue page (PC_IM_ISSUE) after you save the issue.

Action Description

The system sends a worklist item and email to the issue owner.

Notification Method

Worklist and email

Note. Email notification is defined in the PGM_ISSUE_OWNER PeopleTools generic notification template.

Create Issue Notification Workflow Objects

Event	SUBMIT
Approval Rule Set	None
Business Process	PGM_ISS_MGMT
Activity	NOTIFY_OWNER
Role	None

Assign Issue Notification Description

Event Description

The following events trigger this event:

Assign a resource to an issue.

Change a resource assignment for an issue.

Action Description

The system sends a worklist item and email to the assigned resource. If you change the resource that is assigned to an issue, a worklist item and email are sent to both the previously and newly assigned resources.

Notification Method

Worklist and email

Note. The email notifications are defined in the PGM_ASSIGN_TO and PGM_REASSIGN PeopleTools generic notification templates.

Assign Issue Notification Workflow Objects

Event	SAVE
Approval Rule Set	None
Business Process	PGM_ISS_MGMT
Activity	NOTIFY_ASSIGN_TO
Role	None

Update Issue Notification Description

Event Description

Modify the Issue Summary, Issue Description, Issue Priority, Issue Status, Resolution Description, Actual Resolution Date, Issue Notes, or Issue Attachments field in the Issue Management component (PC_IM_ISSUE) to trigger this event.

Action Description

The system sends an email to the employees who are listed on the Issue - Interested Parties page (PC_IM_INT_PRTY).

Notification Method

Note. Email notification is defined in the PGM_NOTIFY_INT_PARTIES PeopleTools generic notification template.

See Also

Issue Management Workflow

Delivered Workflow for Activity Resource Notification

This section discusses the delivered Activity Resources workflow. This workflow is active only if Activity Resource workflow has been enabled on the Installation Options - Program Management page (INSTALLATION_PGM).

Description

Event Description

Click the Notify Activity Resources button on the Resources page (PC_PRL) to trigger this workflow.

Action Description

The system sends a worklist item and email to each resource on the project team that is assigned to an activity. If the resource is on more than one activity, the resource will receive one email listing all the assigned activities.

Notification Method

Worklist and email

Note. Email notification is defined in the PGM_ACTIVITY_ASSGN PeopleTools generic notification template.

Workflow Objects

Event	Notify Activity Resources
Approval Rule Set	None
Business Process	PGM_ACT_ASSIGN
Activity	RES_ASSIGN
Role	None

See Also

Understanding Resource Tools

Delivered Workflow for Deliverables

This section discusses the delivered the Deliverables workflow. This workflow is active only if Deliverables workflow has been enabled on the Installation Options - Program Management page (INSTALLATION_PGM).

Description

Event Description

The following events trigger this workflow:

Assign a resource to a deliverable.

Change the resource assigned to the deliverable.

Action Description

The system sends a worklist item and email to the assigned resource when you define a deliverable or you change the assigned resource on a deliverable.

Notification Method

Worklist and email

Note. Email notification is defined in the PGM_DELIVERABLE_ASSGN PeopleTools generic notification template.

Workflow Objects

Event	SAVE
Approval Rule Set	None
Business Process	PGM_DELIV_ASSGN
Activity	NOTIFY_DELIV_ASSIGN
Role	None

See Also

Understanding Deliverables

Delivered Workflows for Change Requests

This section discusses the delivered Change Request workflows, which include these events:

Project Change Request.
Budget Change Request.
Estimate to Complete Change Request.

These workflows are active only if you specify that a change request is required on the Change Control Template page (PC_CHC_CFG).

See Also

Change Request Approval Workflow

Project Change Request Workflow

This section discusses the delivered Project Change Request workflows.

Project Change Request Approval Workflow Description

Event Description

Enter a new project change request to trigger this workflow event.

Action Description

The system sends a worklist item and email to the project manager when the requester clicks the Save and Submit button on the Project Change Request page (PGM_PRJ_CHNG_REQ).

Notification Method

Worklist and email

Note. Email notification is defined in the PGM_CHGREQUEST_SUBMITTED PeopleTools generic notification template.

Project Change Request Approval Workflow Objects

Event	Save and Submit
Approval Rule Set	None
Business Process	PGM_PRJCHREQ_APPR
Activity	NOTIFY_APPROVER
Role	None

Project Change Request Return Workflow Description

Event Description

Project managers trigger this event when they approve, decline, or return a change request.

Action Description

The system sends a worklist item and email to the requester indicating that the project manager approved, declined, or returned the change request.

Notification Method

Worklist and email

Note. Email notifications are defined in the PGM_CHGREQUEST_APPROVED, PGM_CHGREQUEST_DECLINED, and PGM_CHGREQUEST_RETURNED PeopleTools generic notification templates.

Project Change Request Return Workflow Objects

Event	Return
Approval Rule Set	None
Business Process	PGM_PRJCHREQ_APPR
Activity	NOTIFY_REQUESTOR
Role	None

Budget Change Request Workflow

This section discusses the delivered Budget Change Request workflows.

Budget Change Request Approval Workflow Description

Event Description

Enter a new budget change request to trigger this workflow event.

Action Description

The system sends a worklist item and email to the budget approver when the requester clicks the Save and Submit button on the Budget Change Request page (PGM_BGT_CHC_REQ).

Notification Method

Worklist and email

Note. Email notification is defined in the PGM_CHGREQUEST_SUBMITTED PeopleTools generic notification template.

Budget Change Request Approval Workflow Objects

Event	Save and Submit
Approval Rule Set	None
Business Process	PGM_BUDCHREQ_APPR
Activity	NOTIFY_BUDCHREQ_APPR
Role	None

Budget Change Request Return Workflow Description

Event Description

Budget approvers trigger this event when they approve, decline, or return a change request.

Action Description

The system sends a worklist item and email to the requester indicating that the budget approver approved, declined, or returned the change request.

Notification Method

Worklist and email

Note. Email notifications are defined in the PGM_CHGREQUEST_APPROVED, PGM_CHGREQUEST_DECLINED, and PGM_CHGREQUEST_RETURNED PeopleTools generic notification templates.

Budget Change Request Return Workflow Objects

Event	Return
Approval Rule Set	None
Business Process	PGM_BUDCHREQ_APPR
Activity	NOTIFY_BUDCHG_REQUESTOR
Role	None

Estimate to Complete Change Request Workflow

This section discusses the delivered Estimate to Complete Change Request workflow.

Estimate to Complete Approval Workflow Description

Event Description

Enter a value in the New Estimate field on the Time Report Details page (TE_TIMELINES) to trigger this workflow.

Action Description

The system sends a worklist item and email to the project manager.

Notification Method

Worklist and email

Note. Email notification is defined in the PGM_CHGREQUEST_SUBMITTED PeopleTools generic notification template.

Estimate to Complete Approval Workflow Objects

Event	SUBMIT
Approval Rule Set	None
Business Process	PGM_CHGREQETC_APPR
Activity	PGM_AUTONOTIFY_APPROVER
Role	None

Delivered Workflows for Program Budgeting

This section discusses the delivered Program Budgeting workflows. These workflows are active only if Program Budgeting workflow is enabled on the Installation Options - Program Management page (INSTALLATION_PGM).

Program Budgeting Approval Workflow Description

Event Description

A user enters a program budget plan.

Action Description

The system sends a worklist item and email to the budget approver.

Notification Method

Worklist and email

Note. Email notification is defined in the PGM_BUD_SUBMIT PeopleTools generic notification template.

Program Budgeting Approval Workflow Objects

Event	Submit for Approval
Approval Rule Set	None
Business Process	PGM_BUD_APPROVE_BP
Activity	PGM_BUD_SUBMIT
Role	None

Program Budgeting Approved Return Workflow Description

Event Description

The budget approver approves the program budget plan.

Action Description

The system sends an email to the user who entered the program budget plan indicating that the budget approver either approved or returned the program budget plan.

Notification Method

Note. Email notifications are defined in the PGM_BUD_APPROVE and PGM_BUD_RETURN PeopleTools generic notification templates.

See Also

Program Budget Workflow