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Ability to create process workflows (Portfolio level with copy options and project designation)
Ability to create rules and conditionals
Routing to users/roles
Automated Tasks
Automated Report Creation
Secondary Process Kick-Off
Sections for each workflow step/based on a user's role.
Workflow Step layouts
Data Fields Creation (with Global Fields carry-on function)
0
Planned
Thanks for the update Ben. If I could vote a thousand times for this I would. Our company also switched from VP Team and the lack of workflow in Submittal/RFI/etc is slowing processes and down and creating confusion/inefficiency.
We are currently working on this.
Is this no longer on the radar? After the workflow permissions were added I haven't heard of any additional improvements to workflows. We need the Submittal workflow desperately. We had it in Viewpoint Team.
The lack of workflow in Submittals is the biggest complaint I am getting from my users who are migrating from Viewpoint Team. States changing when certain things happen and the ball-in-court concept changing as things flow would be a huge improvement to the comment based submittal process and manual status changes that ProjectSight has now.