Parent/Child Workflows Overview

Workflows in PM Compass are capable of having parent/child relationships.  

An example of where this applies is for a potential risk to a project. You can create a Project Risk that contains information about the project’s risk. This needs mitigation steps or actions that are taken to prevent or reduce the impact of the risk to the project. You can assign the actions associated to a specific Project Risk to different people who are responsible for ensuring that the action is completed. A high-level person such as a CAM (Control Account Manager) manages Project Risks. They ensure that assignees perform all of the actions for the risk. A mitigation step action can also have workflow steps associated to it.  

In this scenario, the Project Risk is considered the parent and the mitigation steps or actions are the child workflows that are linked subordinately to the parent Risk. You can configure a workflow type to have a relationship with other workflows, that is, a parent/child relationship. You can configure it to be a parent, a child, or have no relationship with other workflows. You can set this in Workflow Type Configuration.

Parent Workflows

These are workflows that can have relationships with child workflows.

Child Workflows

These are workflows that can have relationships with parent workflows.

Conditions

You can set the Relationship with Other Workflows field on the General tab of Workflow Type Configuration to:

You cannot change the relationship of a workflow type if it has a relationship with another parent or child.

See the General tab of Workflow Type Configuration for more information

What do you want to do?

Learn about mitigation steps

Learn about actions

Learn about the parent/child workflow steps

View parent workflows

View child workflows


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