Creating and Modifying Processes

This how-to article will help administrators to create and modify processes related to projects. The user must have access to Portfolio Planning in the TDAdmin interface.

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 allows you to create your own list of key business processes, which can then be selectively referenced as appropriate 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 on-boarding. 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. In TDAdmin, navigate to Portfolio Planning.
2. Click the Processes link 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. In TDAdmin, navigate to Portfolio Planning.
2. Click the Processes link 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 name of the process as desired.
5. Click the Save button.

Deleting a Process

Unused processes should be removed.

To delete a process:

1. In TDAdmin, navigate to Portfolio Planning.
2. Click the Processes link 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.