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Forwarding the Standard Project

The Project creator must forward the Project to the first task in the workflow.

Procedure

  1. 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.
  2. 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.