Assign Workflow Roles

Note:

When you have implemented the change control workflow process on your project, assign the workflow roles in BOEMax before you import the BOEMax budget baseline project into EVMax. The import process includes the workflow role assignments so you only need to do this once for the project.

Prerequisites

Define the workflow user roles. All projects share this common list of user roles. See Define Workflow User Roles.
The workflow process you intend to use for the project has been established. See Create a Workflow Process.
You have enabled the workflow process for the project. The project level settings determine the Role columns that display in the main EVMax window. See Enable Workflow for a Project.
The control accounts have been identified in the main EVMax window. See Identify Control Accounts.

Select Home > Earned Value in the Navigation Menu. The main EVMax window displays.
Select your project from the Project dropdown in the Ribbon Menu.
Expand the WBS hierarchy as needed to view the WBS elements you have identified as control accounts.
Select a WBS element row identified as a control account. Click in each Role cell for the row and select a named user from the dropdown.
Repeat Step 4 as needed to assign workflow roles to the remaining control accounts.

What to Do Next

Initiate the Workflow Process when applicable for each control account.