Infor PLM for Process Advanced Workflow Management User Guide

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About This Guide
Overview
Managing projects
Managing tasks
WIP Detail dialog
Prerequisites
Creating the action sets
What are stage gate action sets?
Assigning tasks
Creating stages and tasks
Specifying simultaneous actions
Configuring user input
Getting started in the Gantt tab
Accessing the Gantt tab
Pending Tasks grid
Working in the Gantt tab
Opening the WIP Detail dialog
Adding or inserting a task to the Gantt tab
Deleting a task in the Gantt tab
Changing the duration of an open task
Completing the tasks
Completing stages and tasks in one step
Recalculating dates for the open tasks
Changing the start date for an entire project
Changing views in the Gantt tab
Specifying fixed dates for action steps
Backward scheduling from a certain point within the workflow
Forward scheduling
Viewing the critical paths
Skipping steps in action sets
Skipping steps from the Launch Workflow page
Skipping steps in the Project Management page
WSKIP function
Showing and hiding the skipped steps
Unskipping steps in the Project Management page
Elasticity in upstream tasks
Completing tasks early or late
Example with elasticity
Example without elasticity
Using Visual Workflow
Configuring Visual Workflow
Navigating in the Visual Workflow tab
Working with stages in the Visual Workflow tab
Working with complex loop lines in the Visual Workflow tab
Assigning users to tasks
Accessing the Assign Users to Task page
Identifying the primary user from the Gantt tab
Changing the primary user
Viewing the load for each user
Assigning multiple users to the same task
Workload calculations
Shop calendars
Managing user load
Specifying date criteria
Executing the search criteria
Understanding the load percentages
Reviewing the load for your employees
Reviewing the load for any user
<Glossary>
Glossary
action
action code
action set
elasticity
event
function
gantt tab
script
shop calendars
skip
tasks pending
task user
user load
work ID
workflow
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