Respond to a Workflow on a Project
Background
After a workflow has been started on a project item, designated users can respond to their assigned step.
Things to Consider
Required User Permissions:
To respond to a workflow on a commitment, or commitment change order:
'Standard' level permissions or higher on the project's Commitments or Prime Contracts tool.
Must have permission to view the item containing the workflow. If the item is marked ‘Private’, the responder must have ‘Admin’ level permissions or be added to the ‘Access for Non-Admin Users’ list in the item’s privacy settings.
Must be the assignee of the contract's current workflow step.
To respond to a workflow on a prime contract, or prime contract change order:
'Standard' level permissions or higher on the project's Commitments or Prime Contracts tool.
Must have permission to view the item containing the workflow. If the item is marked ‘Private’, the responder must have ‘Admin’ level permissions or be added to the ‘Access for Non-Admin Users’ list in the item’s privacy settings.
Must be the assignee of the contract's current workflow step.
To respond to a workflow on a subcontractor invoice:
'Standard' level permissions or higher on the project's Commitments tool.
Must be the assignee of the invoice's current workflow step.
The invoice must be associated with an open billing period.
Must have permission to view the item containing the workflow. If the item is marked ‘Private’, the responder must have ‘Admin’ level permissions or be added to the ‘Access for Non-Admin Users’ list in the item’s privacy settings.
To respond to a workflow on a budget change:
'Standard' level permissions or higher on the project's Budget tool.
Must be the assignee of the current workflow step on the budget change.
To respond to a workflow on a correspondence item:
'Standard' level permissions or higher on the project's Correspondence type.
Must be the assignee of the correspondence item's current workflow step.
Note
Modernized Email Notifications: Automated workflow email alerts (including Action Required, Workflow Blocked, and Overdue notifications) feature a modern layout optimized for readability across both mobile and desktop devices. Depending on your configuration, these may arrive as single-item alerts or a multi-item daily digest.
