Cost Volume Workflow
The Workflow tab is for enabling workflow in a cost volume, and creating, deleting, and ordering the workflow steps.
After creating workflow steps on the Workflow tab, they become available for setting up the cost volume's Responsibility Assignment Matrix (RAM). Then your team can start creating, reviewing, and approving cost volume information in Sections View. When a cost volume section reaches the last workflow step, users who are allowed to approve and finalize the section can do so.
| Settings | |
|---|---|
| Workflow Enabled | When workflow is enabled in a cost volume, associated users can be assigned to the workflow steps in the Responsibility Assignment Matrix. Those users determine the progress of a cost volume section. Before enabling workflow, at least one step must already exist. |
| Workflow Admin | Selecting at least one administrator for the workflow process is required. The default is the cost volume creator. Click  to set other users as workflow admins. At any time in Sections View, workflow admins can advance, reject, and override steps, regardless of their role's permissions. |
| Steps | |
|---|---|
| Name | The step name is required. It can contain up to 255 characters.Each step has a unique color to help identify it in Cost Volume Pro. To change a step's color, right-click > Change Color. |
| Description | The step description is optional. It can contain up to 255 characters. |
| Associated Users | Associating users with a step is optional. However, if nobody is selected, only the workflow admin can change the data in a cost volume section. Click to select users for the step. When a cost volume section is at a certain step, the step's associated users can make changes to that item. Users who aren't associated with the step are unable to make changes, regardless of their role's permissions. |
| Due Date | The step due date is optional. Enter a month, day, and year to set the due date. The following step colors in cost volume sections show how close they are to their due date or if they've passed the deadline.
|