Create a Project Process

In rare circumstances, creating a Project Process may be warranted.

The option to create Project Processes should be used sparingly.

Business Process templates can be repurposed at any time and across any number of Projects. Project Processes, on the other hand, can be used only on one Project, and any copies are confined to that same Project.

For this reason, start your organisation's Processes as Business Process templates and then assign them to Projects from there. This saves time while standardising Tasks across projects.

Note: Users with project-level access cannot create business-level templates. Even still, rather than creating a Project Process, it is preferable that a user with business-level access be tasked with creating a Business Process template.

To create a Process that can be used on a single Project only:

Confirm that the correct business unit is selected, and that the correct project is selected in the Project field.
Select the menu icon in the upper left corner, then choose Project Setup. Select Project Processes.
Select the blue Add plus sign icon.
In the Process Name field, enter a name for the Process.
In the Default Geometry Classification section, select the checkbox for each geometry to associate with the process.
Select Save.

You are directed to the Tree view of your newly created Project Process.

Add Tasks to a Project Process.

Create a Project Process

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