Forwarding the Standard Project
The Project creator must forward the Project to the first task in the workflow.
Procedure
- Select the Project and click Projects > Forward. The Forward window appears. The Forward to field shows the next (default) task in the workflow. If there is more than one task to which you can forward the Project, select an alternate task by clicking the down arrow to the right of the Forward to field to display and select the task.
Note: The ProjMan and sysadmin have the option of forwarding out of sequence when necessary. Click in the box next to the List all possible tasks field and use the drop-down menu next to the Forward to field to select the task to which you want to forward the Project.
- In the User field, select the user from the list to receive the Project when it is forwarded. If there is only one user assigned to the task, there is no user list.
A linked copy of the Project is sent to the user. The initial Project remains in the hierarchy where it was created. The ProjMan and/or sysadmin can access the initial Project at anytime to track its progress.