The Project Workflow Type defines how the project will be initiated, what appears in the left menu, the process the project will follow, and the sign-off settings.
Steps to Configure Project Workflow Type:
- Log in as a System Administrator or CUR with the required permissions.
- Navigate to Settings > Workflow Admin > Configure Workflow > Workflow Type.
- Click the Add Workflow Type button.
- Complete the mandatory fields:
- Select Workflow Process: Choose Projects.
- Select Use Module: Choose Projects.
- Click Save.
This configuration sets up the workflow for managing your projects through their lifecycle.