Add a Project Process

You can add a business process to standardize tasks for a project.

Fastpath: Project Setup > Process Manager Setup > Process Setup
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select Project Setup > Process Manager Setup > Process Setup.
  3. Click the Add button .
  4. In the Process Name field in the left pane, enter a name for the process.
  5. In the Default Geometry Classification box, select the check box for each geometry to associate with the process.
  6. Click the Save Changes button .
    Tip: To quickly add another process for the project at the same level, click the Save changes and add another Process at the same level button instead. 
Once you have created the project process, you can add tasks to it.