Manage Workflow Users - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Portfolios Help (3.02)

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EcoSys Standard Version
3.02

This procedure allows you to identify users that will receive fund request-related emails. The emails are sent when the fund requests associated with these funds are submitted, fully approved, partially approved, rejected or re-opened.

  1. In the Fund Details panel, click the Workflow Admin tab. The default workflow users appear.

  2. Click the Insert Row icon to add a new workflow user.

  3. Click the User ID ellipsis to select the required user.

    By default, the External Resource - EXT appears in User ID. To change the workflow user, click the User ID ellipsis and select the required user ID.

  4. (Optional) Type the Description or External Name.

  5. Type the email id of the workflow admin in External Email.

    It is mandatory to enter the External Email only if the workflow admin is an External Resource.

  6. Click the Save icon.

    Click the Delete Row(s) icon to delete the selected workflow user.