Track estimates with Workflow

Workflow tracks the status of PBS elements or tasks in your estimating process, from start to finish. The milestones that your team must accomplish in PBS elements or tasks are the Workflow steps.

Each step can have its own due date and associated users. If a step has associated users, only those users are allowed to add and edit PBS element or task information as permitted by their user role.

Associated users move things along in a PBS element or task by advancing, rejecting, or overriding the item's current step. Whenever a step changes, the Workflow Log and the item's activity feed record the action.

In a proposal's settings, go to the Workflow section to enable and set up Workflow.

Advance, reject, or override steps

Each PBS element or task clearly shows its current Workflow step. The associated users of the current step can advance, reject, or override it.

Change the step for a single item

  1. On the Estimates page, go to a PBS element or task.
  2. Click the step to expand the menu, then select an action.
  3. In the form that appears, enter an optional comment to explain your action, then click OK.

Change the step for multiple items

  1. On the Estimates page, hold Ctrl and select multiple PBS elements or tasks.
  2. Click More Actions, point to Workflow, then select an action.
  3. In the form that appears, select each item to advance, reject, or override.
  4. Enter optional comments to explain your action, then click OK.

Edit step information

The default Workflow step information in each PBS element or task comes from the proposal's settings. Changing the associated users and due dates for steps at the PBS or task level overrides the proposal-level information. The overriding information appears in blue text.

You can change step information for a specific PBS element or task when you add or edit that item.

Monitor Workflow in a proposal

The Workflow Log

Every proposal that uses Workflow has its own Workflow Log. It shows the Workflow details for each PBS element or task.

To open the Workflow Log on the Proposals page, select a proposal, then click More Actions > Workflow Log.

To open the Workflow Log on the Estimates page, click More Actions > Workflow Log.

Workflow Progress overview

On the Proposals page, select a proposal that uses Workflow. The progress appears on the right side of the page.

Workflow Step overview

On the Estimates page, hover over the colored vertical line on a PBS element or task to get an overview of its current step.

The line's color corresponds to the step's due date.

  • Green: More than five days until the due date.
  • Orange: Zero to five days until the due date.
  • Red: The due date has passed.

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