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Add a Project Process

Modified: 6 Jun 2026 Viewpoint Field View Help

You can add a business process to standardize tasks for a project.

Fastpath: Project Setup > Process Manager Setup > Process Setup
  1. Confirm that the correct business unit is selected in the Business Unit field, and that the correct project is selected in the Project field.
  2. Select Project Setup > Process Manager Setup > Process Setup.
  3. Select the Add button .
  4. In the Process Name field in the left pane, enter a name for the process.
  5. In the Default Geometry Classification box, select the checkbox for each geometry to associate with the process.
  6. Click the Save Changes button .
    Tip: To quickly add another process for the project at the same level, click the Save changes and add another Process at the same level button instead. 
Once you have created the project process, you can add tasks to it.
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