Defining a new process using the New Process Wizard

  1. Select Close Setup > Manage Process.
  2. On the Manage Process tab, right-click anywhere on the form and click New Process Wizard.
  3. Specify a name for the process in the Process Name tab.
  4. If the process is specific to only one company, select the Is This Process Specific To A Single Company? checkbox.
  5. In the Visibility section, select the Priority and Risk for the process: Low, Medium, or High.
  6. Click Next.
  7. Define who owns the process.

    Select the team that owns the process.

    Process Owner

    Select the person from the designated team to own the process.

  8. Click Next.
  9. Define which company, calendar, and period group will be used for the process.

    Select the company used for the process. This field is only available if you select the Is This Process Specific To A Single Company checkbox.

    Default Calendar

    Select the default calendar for the process.

    Default Period Group

    Select the default period group for the process.

  10. Click Next.
  11. Add sub processes and tasks as necessary.

    For more information on adding a sub process, see .

    For more information on adding a task, see Adding tasks.

  12. Click Next.
  13. To attach any process documentation, click New to create new documentation or click Open to select existing documentation.
  14. Click Next to view a summary of the new process.
  15. Click Exit to exit the wizard.