The Company level Workflows tool allows you to create and manage one (1) or multiple custom workflows for these Company tools:
| Company Tool | Workflow Item(s) | To learn more... |
|---|---|---|
| Payments | Payments | Create a Workflow Template |
The Company level Workflows tool allows you to create and manage workflow templates for the following Project tools:
| Project Tool | Workflow Item(s) | To learn more... |
|---|---|---|
| Budget | Budget Change |
|
|
Commitments |
Subcontractor Invoice | |
| Subcontract/Purchase Order | ||
| Commitment Change Order - Single Tier | ||
| Commitment Potential Change Order | ||
| Prime Contracts |
Owner Invoice |
|
| Prime Contract | ||
|
Prime Contract Change Order - Single Tier |
||
| Prime Contract Potential Change Order | ||
| Correspondence | Correspondence Item |