How to Create A Project Workflow
within Camms.Project

Jack Flynn

Product Consultant

Date: June 30, 2021
Reading Time: 5 Mins

‘Workflow’ refers to a set of procedures used to accomplish tasks/key activities within a project management framework. In Camms.Project, the ‘project workflow’ includes methods used to edit or alter data, as well as the means of navigation between functions within a set project.

‘Workflow’ refers to a set of procedures used to accomplish tasks/key activities within a project management framework. In Camms.Project, the ‘project workflow’ includes methods used to edit or alter data, as well as the means of navigation between functions within a set project.

Why Should Your Organisation Use a Workflow Management System?

Organisations incorporate workflow management systems to ensure the smooth running of project functions. This process enables you to streamline your workflow in order to run its tasks in the most effective manner possible.

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There are several benefits of incorporating workflow management systems, such as:

  • Its automated structure and tools enable greater productivity and allows the convenient tracking of progress.
  • The defined framework provides your organisation with a consistent approach for managing projects.
  • It will allow you to minimise errors that take place during the ongoing management of projects. If a mistake were to occur, the workflow system could point you to the exact location of the problem, thereby helping you to prevent it from happening in the future.
  • It provides improved connectivity across departments, people and software.
  • It eliminates redundancy through effective system configuration that can automate repetitive tasks.
  • It permits smooth management of multiple tasks as they are all organised and handled within one framework.

What Does Camms.Project Workflow Have on Offer?

  • Camms offers flexible workflows that leaves room for alterations, thereby helping you make amendments to your workflow and improve your system with ease, as you go.
  • Camms workflow management allows efficient time management by permitting your employees to record the time taken for specific tasks, thereby making the future planning process expedient.
  • Not only can you use the Camms workflow system to manage your day-to-day tasks effectively, but its dynamic adaptability also enables you to build on global best practices.
  • Camms workflow offers one location to manage portfolios and programmes alongside inbuilt reporting functions and user-friendly dashboards – that seamlessly run your organisation processes.

How Do You Use Camms.Project Workflow?

The Camms workflow system is easily accessible to all those assigned as system administrators on your project. The steps to enter project navigation, select a framework and choose project workflows will look similar to how it is depicted below. With this interface, you can add or edit workflows as necessary.

Camms allows you to have any number of project workflows, spread across multiple project types, to take place at any given moment.

As a system administrator, you are able to oversee each and every current process, even which workflow is being used by which employee within your system.

It is also important to note that there are three key elements to be defined within Camms.Project workflow; phases, objects, and fields. The following demonstrates a project workflow on Camms with all three of these elements in place.

The flexible and scalable system presented by Camms allows the system administrators to effortlessly create and alter their workflow through simple drag-and-drop functionality incorporated into the system using the existing object library.

Additionally, an existing workflow can easily be duplicated at the click of a button whenever necessary. You can present customised configuration, including the incorporation of conditional formatting and field mapping for future planning too!

To learn more about incorporating the Camms.Project Workflow System into your organisation, head over to our webinar, or contact the Camms.College team at Camms.CollegeTeam@cammsgroup.com if you require any further information.

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Solution Specialist Course

Creating a project workflow within Camms.Project

Jack Flynn

Product Consultant

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Jack Flynn
Product Consultant

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