Assign a Custom Workflow at the Workspace Level

In the Workflows and Forms app, you can create custom workflows that let you specify exactly how these objects are managed:

• Budgets
• Budget changes
• Budget transfers
• Changes
• Change orders
• Commitments
• Contracts
• Ideas
• Potential Change Orders
• Projects
• Project Risks
• Submittals

After you have created a custom workflow, you can assign it to an object and action at the workspace level to have your custom workflow run every time the action occurs in a project within the workspace.

Note: In order for workspace-level workflow assignments to take effect in projects, you must have the privileges required to edit the projects. Similarly, in order for workspace-level workflow assignments to take effect in child workspaces, the corresponding workflows must be shared with the child workspaces.

To assign a custom workflow at the workspace level:

1. Navigate to an object configuration page
   1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
   2. From the  Main Menu, select  Summary & Settings.
   3. On the Summary & Settings page, select Defaults & Options, and then select an object.
2. On the Workflow Actions tab, find the row that represents the action to which you want to assign the custom workflow.
3. In the corresponding Workflow field, choose a custom workflow.

   Only forms with the relevant Context Type value are available here. For example, you can only assign a Risk workflow to manage risks.

4. Select  Save.
5. In the Confirm dialog box, select Yes if you want all workspaces, projects, and programs within the workspace to inherit the selected workflow, if applicable.