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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). 

A workflow is composed of steps, which can be seen on the Workflow tab of a Project's home page.


 Standard Workflow - Project Page




Create / Edit a Project Workflow

  • From the main menu, select Configuration > Projects.

     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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