On this tab, users can manage their Work Breakdown Structure (${Wbs.Name}), Workflows, Business Objects related to (data sheets, contractual documents, document, supplier contractual documents, supplier item, test run) and email notifications.

To define ${New} from ${Workflow.Name}

  1. In the Workflow column, mouse-over ${Actions} and select ${New} from ${Workflow.Name} . 
  2. In the ${New} from ${Workflow} dialog box, select the ${Workflow.Name} and click on ${Save} to open the ${New} from ${Workflow.Name} page. Enter the ${Workflow.Name} name and click on ${Save}.
  3. Check the ${Active} check box to render the ${Workflow.Name} active and available.

To upload ${Workflow.Name} Template

  1. Click on ${Upload} ${Workflow.Name}. In the ${Upload} ${Workflow.Name} dialog box, click on Choose ${File} to select the ${File} to be uploaded. Click on ${Upload}.
  2. Click on a ${Workflow.Name} to define Participants and Notifications.