Budgeted Contracts Workflow Settings

In this topic, we'll show you how to setup a custom workflow for the Budgeted Contracts Process. You can customize the Budgeted Contracts Workflow to suite your project’s needs.

Every company can have its own custom Budgeted Contract Workflow in a project. So, the Budgeted Contract Workflow for company A can be different than that of company B. For instance, the workflow for a Budgeted Contract sent by company B to company C can be different than what it is for the company A sending a Budgeted Contract to company C. Also, the workflow for a Budgeted Contract sent by company B to company D can be different than what it is for the company B sending a Budgeted Contract to company C. The workflows can be easily setup in advance and automated using the Custom Workflows feature. You can also choose which companies can send Budgeted Contracts to which other companies on the project.

From the Budgeted Contracts Dashboard

  1. Click on the Contracts module from the left navigation.



  2. Click on the Budgeted Contracts.  



  3. Click on Settings and then click on Workflow from the drop-down. You may see a blank screen in the case when no Budgeted Contract is added to the project yet. Click on Budgeted Settings link in that case.





     

  4. Click on the Select Company drop down.



  5. Select the company, for which you want to add the Budgeted Contracts Workflow for, from the Select Company drop down.



  6. Click inside the Choose a Company input box.



  7. One by one select the companies, to which the other company selected in the previous steps can send the Budgeted Contracts to, from the drop down list. You can choose to restrict companies from sending Budgeted Contracts to certain other companies on the project.



  8. Click on the Use following workflow radio button.



  9. Click on the Select Company drop down and select the company, for which you want to setup the workflow for.





  10. Click on the Assign it to button.



  11. Select the check boxes next to the user names, to whom you want to automatically assign the budgeted contracts to in the Budgeted Contracts Workflow, and then click on the Add button.



  12. Click on the Notify to button.



  13. Select the check boxes next to the user names, to whom you want to automatically notify in the Budgeted Contracts Workflow, and then click on the Add button.



  14. Click on the Send Budgeted Contract To Someone Else button.



  15. You can choose to send the Budgeted Contracts to other companies once reviewed. The Budgeted Contracts will be automatically sent to the next phase once the reviewers approve it and the assignees will be automatically notified that they need to take action next. To add another company to the workflow, click on the Select Company drop down and select the company, to which you want to send the Budgeted Contracts next.





  16. Click on the Assign it to button.



  17. Select the check boxes next to the user names, to whom you want to automatically assign the budgeted contracts to in this phase of the Budgeted Contracts Workflow, and then click on the Add button.



  18. You can choose from three types of workflows- 1) Approve in Sequence (Budgeted Contracts will be sent in an step by step workflow), 2) All must Approve (Budgeted Contracts will be sent to everyone in the workflow in one step and everyone will have to approve them in order to get them marked Approved), 3) Any can Approve (Budgeted Contracts will be sent to everyone in the workflow in one step and anyone can approve them in order to get them marked Approved). Let’s select the Approve in Sequence for example and also let’s select the check box located next to the ‘If rejected by any one approver in the process, do not send the Budgeted forward.’



  19. Click on the Mark it Complete button.



  20. Click on the Save button and then click on the OK button.





    Note: The Budgeted Contracts Workflow will be saved for the chosen company. In our example scenario above, the Budgeted Contracts Workflow will be saved for ACME Construction Inc.

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