Defining a new process using the New Process Wizard
- Select Close Setup > Manage Process.
- On the Manage Process tab, right-click anywhere on the form and click New Process Wizard.
- Specify a name for the process in the Process Name tab.
- If the process is specific to only one company, select the Is This Process Specific To A Single Company? checkbox.
- In the Visibility section, select the Priority and Risk for the process: Low, Medium, or High.
- Click Next.
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Define who owns the process.
- Team
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Select the team that owns the process.
- Process Owner
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Select the person from the designated team to own the process.
- Click Next.
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Define which company, calendar, and period group will be used for the process.
- Company
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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
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Select the default calendar for the process.
- Default Period Group
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Select the default period group for the process.
- Click Next.
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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.
- Click Next.
- To attach any process documentation, click New to create new documentation or click Open to select existing documentation.
- Click Next to view a summary of the new process.
- Click Exit to exit the wizard.