NW4PS2010 Tutorial Cost Driven Proposal Workflow

Joshua Tan

Description

Tutorial: Cost Driven Approval Workflow | www.nintex.com | [e-mail] © 2010 Nintex USA LLC, All rights reserved. Errors and omissions excepted. Tutorial: Cost Driven Approval Workflow Content Getting Started ..........................................................................................................................................................................4 Designing the Cost Driven Approval Workflow ......................................................................................................6 Next Steps.................................................................................................................................................................................. 15 2 | 15 © 2008 Nintex LLC, All rights reserved. Errors and omissions excepted. © 2010 Nintex USA LLC, All rights reserved. Errors and omissions excepted. Tutorial: Cost Driven Approval Workflow Introduction This tutorial will d Cost Driven Approval2010 can be created. The workflow leverages the Stages, Project Properties and Project Detail Pages that are associated with the sample workflow included by Microsoft Project Server 2010. The Cost Driven Approval workflow determines if a proposal is greater than the predetermined approval limit of $1,000,000. If the proposal is, the workflow will request ...

Informations

• Publié par: Nuzong
• Nombre de lectures: 127
• Langue: English

Extrait

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  TutoriaClo: st Driven Ap pWr o vraklfl   ow     Content   Getting Sta .r..t.e..d......... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4   . . . . ...   Designing Cthoes t Driven Ap pWr o vraklfl o...w............ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6   . . .....   Next St.e..p.s........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   . 1 . 5   . . . . . . .         2| 15 © 200N8intex LLC, All rights reserved. Errors and omissions excepted.   © 2010 Nintex USA LLC, All rights reserved. Errors and omissions excepted.  

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  TutoriaClo: st Driven Ap pWr o vraklfl   ow   Getting Started Open Nintex Workflow for Project Server 2010 workflow designer. 1   . Navigate to P t r h o e j   ect WeAbp plicati   o si n te.   2   . Click S   ites Actio > n   Psroject Server Wor   k > f   Clroewate Project Server W . orkflow

 

Configure the Workflow Settings and give T  i t tl h e aenwd D o e r s k c fl ri o p w t  i .a o  n 3   . In the Workflow Designer Ribb W o o n r , k c f l l i o c w k   o S n e   tt . i   ngs

 

 

 

 

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  TutoriaClo: st Driven Ap pWr o vraklfl   ow     4   . In the Workflow Settings dialo Ti g t , l    e ea n tde D r e t s h cr e i   pti   o a n nd clic S k a   v   e when completed.

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  TutoriaClo: st Driven Ap pWr o vraklfl   ow     Designing tChoes t Driven Appr oWvoarlkflo w The initial steps within this workflow will be to set the project stage and initial stattus of t when the workflow is started. Start creatin gw otrhkeflow by dragging and dropping the workflow actions  onto the design can 1   . Click and drag S   e t t h   e p   roject s   t a a c g ti e on from the toolbox and drop it- zoonnt oe nd trohpe design  canv as.   a   . In the configuration settings, se I t n t it h i e aP   l s r t o a p g o e s   a t l o    Det . ails     Note: The first action in a Project Server workflow must be   a Set project stage ac   6   | 15 © 200N8intex LLC, All rights reserved. Errors and omissions excepted.   © 2010 Nintex USA LLC, All rights reserved. Errors and omissions excepted.  

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  TutoriaClo: st Driven Ap pWr o vraklfl   ow     2   . Drag and drop S t et h s e t   atus informa   t a i c o ti n on. In the Configuration settings, set the following: a   . Stag : e  Initial Proposal Details b   . Stat : e  Waitifnogr  inp ut     The workflow n ewielld  tqouery Project Sertvh e r  nfaorm e of the ptrhoej edcits, play and login names of the project owner (the user who created the proposal) and store them in variables that wil workflow.   3   .Create tfhoell owin w g o   rkflow varia t bl o e s s tore the name and login of the   aprnodj etchte  opwronj e rct:   name a   . Project Owner Name (Single   line of text) b   . Project Owner Login (Single   line of text) c.   Project Name (Single line of text)   4   . Add a A n ction s a et ction to theg dn e rs icanvasr ae n da me t A h c e t   ion ti   t t l Set Owner Infor . ion          7| 15 © 200N8intex LLC, All rights reserved. Errors and omissions excepted.   © 2010 Nintex USA LLC, All rights reserved. Errors and omissions excepted.  

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  TutoriaClo: st Driven Ap pWr o vraklfl   ow     5   . Drag and drop o R n e t a h d e    project pro   p a e c r t t io y n within the Action set (Set Owner Information). I Configuration settings, set the following: a   . Project prope :P rt r y oject OwDniesrp lay N ame b   . Store resul : t P i r n oject Owner Name   6   . Drag and drop o R n e t a h d e    project pro   p a e c r t t io y n within the Action set (Set Owner Information). I Configuration settings, set the following: a   . Project prope :P rt r y oject Ow Lnoegrin Na me b   . Store resul : t     P i r n oject Owner   Login   7   . Drag and drop o R n e t a h d e    project pro   p a e c r t t io y n within the Action set (Set Owner Information). I Configuration settings, set the following: a   . Project prope :P rt r y ojecNt am e b   . Store resul : t     P i r n ojecNta m e            8| 15 © 200N8intex LLC, All rights reserved. Errors and omissions excepted.   © 2010 Nintex USA LLC, All rights reserved. Errors and omissions excepted.  

 

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  TutoriaClo: st Driven Ap pWr o vraklfl   ow     Thec ost drivceo n  dition in the business process is toa papurt o  vmaenayti cparlolyp osal that has lae s cstohsat n of  $1,000,.0 0A0ny proposals that are more than $1,000,000 must be approved by  per omj e cmt bers group. 8   . Drag and drop S t et h   e p   rojecta gst   e action. In the Configuration settings, set the following: a   . Stag : e  Initial Review   9   . Create the follo w w o i r n k g f   low varia t b o l   e be used for storing the comparison result: a   . Is Too Expensive (Yes/No)   10   .Drag and drop o C n o t m h p e are project pro a p c e t r i t o y n. In the Configuration settings, set the follow a   . Project prope : r S t a y mple Proposal Cost b   . Comparison Oper : a G t r o e r ater than c   . Valu : e Value; 1000000 d   . Store resul : t I i s n Too Expensive   Note: The Compare project property action will  braesteudr no an   tThrue ec/Foamlspearison. The result can be branched on in the workflow.          9| 15 © 200N8intex LLC, All rights reserved. Errors and omissions excepted.   © 2010 Nintex USA LLC, All rights reserved. Errors and omissions excepted.  

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