Create the Required Forms

In Oracle Primavera Cloud workflows, forms are used to present or collect data about projects, project proposals, portfolio planning periods, and scenarios. In the Workflows and Forms app, forms are created on the Forms page, and they can be reused in multiple workflows.

To create the forms used in the Project Proposal Approval workflow:

Notes:

• This topic is part of the Creating a Project Proposal Approval Workflow: Example series.
• This example is designed to show you how forms can be reused and modified, so create these forms in the order shown here.

1. Create the Proposal Initiation Form
2. Create the Proposal Details Form
3. Create the Proposal Summary Form
4. Create the Proposal Approval Notification Form
5. Create the Proposal Rejected Notification Form