Add a User to a Workflow

Use this procedure to add a user to a workflow using the User-Defined Data form. The added user field also becomes available on the Code Assignments tab of the Projects form.

The user defined/created in the workflow has nothing to do with roles created in Deltek EPM Security Administrator (SA). Deltek EPM SA helps you define the security rights for PM Compass users and maintain license keys, groups, roles, and access to the various EPM applications.

To add a user to a workflow:  

1. On the Navigation menu, click Projects » Projects.

2. On the Projects form list view toolbar, click Form View.

3. Click the Code Assignments tab to view the new user below the Project Code Assignments grid.

4. On the new user click Search to display the User Search Dialog Box where you can select the name of the new user.

5. Click Save.

What do you want to do?

Add users to a workflow

Confirm a user is added to a workflow

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