Assign a Business Process to a Project

You have to assign an existing business process to a project to use that process on the project. Using a business process allows you to standardize tasks across projects.

Once a process has been used on a project, you cannot remove it from the project or modify the process.
Fastpath: Project Setup > Assign > Process Templates
  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 > Assign > Process Templates.
  3. In the Business Process pane (on the right), select the check box next to the business process you want to assign to the project and click .

The business process is now available on the project and appears in the Project Process pane on the left.

Once you assign a business process to a project, you have to specify the package on each task in the process before you can use it.