Custom Workflow Assignments

Primavera Cloud has built-in workflows that manage certain objects and actions.

While these built-in workflows are great to get started, you don't have to keep using them. For some objects and actions, you can replace the default workflows with your own custom workflows. For example, for budgets, you can set a custom workflow to run every time a user submits a budget.

In order for a workflow to be used in place of a default workflow, it has to have the right Context Type value. For example, only workflows with a Context Type value of Budget can be used to replace a default budget workflow.

These objects support custom workflows:

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