Costpoint Help

Workflow Cases

Use screens in the Workflow Cases application group to monitor workflow cases and their status, track activities and messages in workflows, and print the status of workflow cases.


Related Topics:

Manage Workflow Cases

Use this screen to track individual cases, determine their status, and change case values.

Initiating a Workflow Case

This topic explains how to initiate Deltek-defined workflow, such as AP Processing, A/R Procedures.

Completing a Workflow Task

Follow these steps to complete a workflow task and send a notification for the next workflow task.

Monitor Workflow Status

Use this screen to track individual workflow cases and determine their status.

Monitor Activities and Messages

Use this screen to view activities you must complete in workflows.

Escalate Workflow Activities

Use the Escalate Workflow Activities screen to identify and escalate overdue workflow activities.

Print Workflow Status Report

Use this report to print the status of workflow cases.


Parent Topic:

Workflow