Managing Workflows

A workflow describes the relationships between tasks and the order in which those tasks are performed throughout the lifecycle of an agency cost estimate, project, proposal, or contract, and the relationships between those tasks. Each task is a workflow phase.

Workflows align AASHTOWare Project with your business processes. The system includes sample workflows you can customize. You can also add new workflows to describe agency-specific business processes. For example, if your agency organizes new roadway construction projects differently than roadway maintenance projects, you may choose to create one workflow for new projects and another workflow for maintenance projects.

Selecting Workflows from the System Administration component takes you to the Workflow Overview component, which displays a list of all the workflow records that are currently available in the system. Each row in the list represents one workflow.

The system displays the following fields for each workflow in the list:

To add a new workflow record, select Add from the Actions menu on the component header. See Adding a Workflow for more information.

If the new workflow you are adding is similar to an existing workflow, you can save time by creating a copy of the existing workflow, assigning it a new workflow ID, and then changing the associated phases for the new workflow as needed. To copy a workflow, find it in the list and select Copy from that row's Action menu. For more information, see Copying a Workflow.

To view or change information about a workflow, click the workflow ID in the list. See Changing a Workflow for more information.

To delete one or more workflows, select Delete from the Actions button on the workflow row. To reverse the delete action, click the Undo button.

When you are finished, click Save. The system displays a message to confirm that your changes were saved in the database.