Processes › Stock Processes

Stock Processes

You can use stock processes to:

You can also use these processes to see examples of how processes flow. By default, these processes are not activated; you can use the Administration Tool to activate them. You can also customize these processes with additional business rules and approvals.

The following stock processes are provided:

Two-level Document Approval

Sends documents through a two-level document approval process. You can use this process as new documents are added to a project or as existing ones are updated.

Conditional Automatic Approval

Sends timesheets to a manager with Resource - Time Approval access rights if the hours fall within a certain range. This process is started automatically when a timesheet is submitted for approval.

Note: See the Common Features and Personal Options User Guide for more information.

Idea Approval

This process manages the idea submission process through the review and approval or rejection phases. This process also allows ideas to be returned for more information and resubmitted. This process is started automatically when an idea is submitted for approval.

Note: See the Demand Management User Guide for more information.

Communicate Scenario

This process sends action items to all project managers so that they can implement the scenario changes to their projects.

Note: See the Portfolio Management User Guide for more information.

New Product Development

You can use this process to monitor the various activities in the new product development lifecycle, such as gathering requirements, conducting technical feasibility studies, defining tasks, defining roles and assignments, and managing approvals for forms and documents.

Note: Before you can use this process, you must first set it up.