Create Project - Step 2

  1. Complete prior steps.
  2. For each target locale you selected, choose a workflow for the tasks in the project to follow.

    You can expand the top-level source folder to specify as many different workflows as you need; however, if you are using one workflow per locale, you only need to specify the workflow for the top-level folder.

    If you have multiple target locales, make sure you have specified a workflow for each; otherwise tasks will not be created. You may need to select the locale check box and click Update Columns to view each locale column.

    You can use the default workflow table (Management > Business Rule Linkage > Default Workflow Table) to specify a default workflow to use for each linked target locale folder. This technique saves you from having to select the workflow every time a project is created, and also enables automatic project creation (with rule creation).

  3. Optionally, change the users assigned to the various steps within the chosen workflow by clicking Change Assignees.
    When you click Change Assignees, the Change Assignees dialog box appears.
    1. Choose the workflow step from the drop-down menu.
    2. Choose the user or users to whom you want to assign the step. Only users of the project locale and workgroup are available for selection.
    3. Click OK.
  4. Click Create Project.
    The Creating Projects page lists the tasks that are created in the project, and the scoping information is also created.
  5. Click OK.
    You can view your new project in Assignments > Projects.