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PWA workflow Phase and Project Plan phase and task mapping RRS feed

  • Question

  • Hi,

    I have create Project Plan, Project plan is associated with EPT which has workflow associated. Project Plan has phase like Planning, Designing, Development and Live. Each phase has multiple Task.

    I have created EPT and workflow. Workflow also has these phase Planning, Designing, Development and Live. 

    How i map Project Plan phase with EPT Phase so if Phase completed in Project Plan than my workflow/stage also get updated.

    is this right way or these is some other way to move on project life cycle phase.

    pls guide.

    Thx



    iffi

    Tuesday, September 17, 2019 11:13 AM

All replies

  • Hi, there is no sync between workflow phases and project plan phases.  Workflow is updated by submitted the plan through the workflow process, and as for the current phase of a project, that is typically inferred depending on which tasks have been completed.   

    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Tuesday, September 17, 2019 12:04 PM
  • thanks for information.

    "Workflow is updated by submitted the plan through the workflow process"

    mean we have to move stage through workflow. workflow will have project detail page once submit workflow will move to other stage. is this correct.

    when any task get updated and approved in project plan than there is NO mapping / link to update workflow stage or move workflow to next stage.

    is it possible if TASK ABC get approved in project plan than workflow move to another stage.

    pls guide

    thx


    iffi

    Tuesday, September 17, 2019 12:40 PM
  • Hi, 

    Yes, point 1 is correct.  

    No, it is not possible to initiate a workflow if a task is updated.


    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Tuesday, September 17, 2019 6:13 PM
  • Hi,

    Thanks.

    in stage workflow i have assign task for approval, approval email send to user, pls guide how can i get approval on form (PDP), i want to show approver about some detail and than want approver to approve or reject.

    pls guide

    thx


    iffi


    • Edited by imughal Wednesday, September 18, 2019 6:50 AM
    Wednesday, September 18, 2019 6:50 AM
  • Hi Imughl,

    I have never placed this button on a PDP, I am sure it is possible with some code of course.  It would be worth starting another post with this requirement.


    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Wednesday, September 18, 2019 8:07 AM
  • Hi,

    if i assigned task to user in workflow, user gets email but where user can see assigned task.

    as in SP designer when we assigned task to user its get assigned task in "My Task" list. but in case Project Life Cycle Workflow where user will see/get task detail.

    pls guide. thx


    iffi

    Wednesday, September 18, 2019 12:15 PM
  • Hi, the 2nd video on this page might prove useful to you. https://applepark.co.uk/spc-adriatics-2016-projectonline-workflow/ 

    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Wednesday, September 18, 2019 1:05 PM