A workflow defines which status transitions are allowed from one status to another. To create a project workflow:
1. Navigate to Customizations under the Admin tab in the black ribbon. Note: You will need the user role of ADMIN to Add/Edit Project Workflows.
2. Select Project Workflows.
1. Select Add Project Workflow, and then name the work flow
2. Click View to view a workflow that has been previously created.
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Add Product Work Flow Action
1. Enter an Action Display by typing in the action in the text field.
2. Select a source status and then a Target status -> Save
Note: The status list can be customized from customizations -> project statuses
After you have entered all your actions you can select the Visualize button in the upper right corner to see a workflow chart.
Now, you will need to apply this project workflow to a project template. Navigate to customization -> project templates - > view the project template you would like to apply the project workflow. Select the project workflow from the dropdown list. Then, select Save.
To make a copy of your workflow simply click into the workflow you wish to copy and click Copy in the upper right corner of the screen.
You will then be prompted to name the copy of the workflow and select Save.