Creating and Modifying Processes

This how-to article will help administrators create and modify project-related processes. The user must have administrator access to the specific Project application.

Overview

There are times when projects in the request or governance phase can impact business processes.

To help your organization avoid surprises, the Processes section lets you create your own list of key business processes, which you can selectively reference in project requests to highlight which processes might be affected, so you can plan accordingly. It is designed to be part of your risk management process.

This list might include processes such as quality assurance, invoicing, risk management, and employee or student onboarding. The project manager can then use the list of processes to immediately see what a project may affect.

Using Processes

Creating Processes

To create a process for your organization:

1. Open the Project app admin UI:
   • Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
   • Global Admins: In TDAdmin, go to Applications, then select the Project application
2. Click Project and Request Sections, then Processes in the left navigation.
3. In the Processes display window, click the +New button.
4. In the New Process popup window, enter the Name of the process.
5. Click the Save button.

By default, processes are active when they are created.

Modifying a Process

To modify a process:

1. Open the Project app admin UI:
   • Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
   • Global Admins: In TDAdmin, go to Applications, then select the Project application
2. Click Project and Request Sections, then Processes in the left navigation.
3. In the Processes display window, click the Edit link next to the process you’d like to modify.
4. Update the process name as desired.
5. Click the Save button.

Deleting a Process

Unused processes should be removed.

To delete a process:

1. Open the Project app admin UI:
   • Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
   • Global Admins: In TDAdmin, go to Applications, then select the Project application
2. Click Project and Request Sections, then Processes in the left navigation.
3. In the Processes display window, click the Delete link next to the process you’d like to delete.
4. Click the OK button in the confirmation popup.