Create a Business Process Template

Business Process templates can help you standardise task lists across Projects and Business Units.

Follow these steps to create a template. At a later stage, when you assign a Business Process template to a Project, the system uses the template to generate a Project Process and retains the template for use again later.
  1. Confirm that the correct business unit is selected.
  2. Select the menu icon in the upper left corner, then choose Business Setup. Select Business Processes.
  3. Select the blue Add plus sign icon.
    The New Business Process Template window displays.
  4. In the Process Name field, enter a name for the process.
  5. In the Visibility area, select the options that indicates which business units can use this process.
  6. To change the business unit that owns this process, in the Owned By Business Unit field, select the drop-down arrow to choose a different business unit.
  7. In the Default Geometry Classification section, select the checkbox for each geometry classification to associate with the process.
    Note: In a future step, when you assign the Process to one or more Locations, you'll have the option to assign by Classification. The result is that the Classifications you select under default geometry will be selected automatically for your convenience. For context, see Assign a Project Process to a Location or Asset.
  8. Select Save.
You are directed to the Tree view of your newly created Business Process.
Add tasks to the business process.