The Claritum platform provides a default standard project workflow, but also allows the Service Provider to create different types of Project workflow for different products within a Customer Catalogue (see Catalogue Management > Create / Edit Quote Request).
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Create / Edit a Project Workflow
From the main menu, select Configuration > Projects.
Expand title The Configuration: Projects page displays. - To create a new workflow, click the New Workflow button.
- To edit an existing workflow, click the Workflow Name or the edit icon for the workflow.
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