Create New Processes

If you want to create a cost process, see Set up Cost Processes.

To create a new process

1. Go to the Process settings.

For more information, see Access Process Settings.

2. Click Manage Processes.
3. Click Create New Process.

The Create New Process – Properties tab displays.

4. Enter all required fields.

See Properties Tab Overview for a detailed description of each field.

5. Click Save.

To add additional information to your processes, follow the procedures below:

• Add Data Fields
• Add Page Layouts
• Create the Workflow