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Create a sample Project Web App workflow

Project Server 2013
 

Applies to: Project Server 2013, Project Online

Topic Last Modified: 2013-12-18

Summary: Create sample workflow components to use in learning about Project Web App workflows.

ImportantImportant:
This scenario applies only to Project Server 2013 and Project Online.

In this article, we’re going to set up some basic workflow infrastructure that we can use to demonstrate workflow functionality. We’ll be creating some sample workflow stages, an empty workflow that we can build on later, and a sample enterprise project type. We can then use these items in the articles that follow to demonstrate some of the workflow capabilities available for Project Web App.

First, we’ll create some Project Web App workflow stages for use in the workflow demonstration articles that follow.

We’ll create the following stages:

 

Stage name Phase

1 - Propose idea

Create

2 - Request review

Select

3 - Execute

Manage

4 - Cancelled

Finished

Use the following procedure to create each of the stages in the table above. Follow the procedure once for each stage.

To create a stage
  1. In Project Web App, click Settings > PWA Settings.

  2. Under Workflow and Project Detail Pages, click Workflow Stages.

  3. Click New Workflow Stage.

  4. In the Name box, type a name for the stage as shown in the table above.

  5. Choose a phase from the Workflow Phase dropdown list as shown in the table above.

  6. In the Visible Project Detail Pages section, select Project Information and click > to add it to the Selected Project Details Pages list.

  7. Leave the other options at their default values and click Save.

Next, we’ll create an empty workflow. We’ll be adding to the workflow later, but right now we need the empty container to hook up to the enterprise project type that we’ll create next.

To create and publish a workflow
  1. Start SharePoint Designer 2013.

  2. Click Open Site.

  3. Type the URL of your Project Web App site, and then click Open.

  4. On the left, click Workflows.

  5. On the ribbon, click Site Workflow.

  6. Type Sample Workflow for the name.

  7. Ensure that SharePoint 2013 Workflow - Project Server is selected as the Platform Type.

  8. Click OK.

  9. On the ribbon, click Publish.

  10. Close SharePoint Designer.

With the workflow published, we can create a sample enterprise project type.

To create a sample enterprise project type
  1. In Project Web App, click Settings > PWA Settings.

  2. Under Workflow and Project Detail Pages, click Enterprise Project Types.

  3. Click New Enterprise Project Type.

  4. Type Sample Project Type for the name.

  5. Choose Sample Workflow (the workflow that we just created) from the Site Workflow Association dropdown list.

  6. Choose Project Information from the New Project Page dropdown list.

  7. Click Save.

With the sample stages and workflow in place, we can take a closer look at workflow functionality in Project Web App. See the following articles to try out some of the Project Web App features:

  1. Have a workflow wait for a Project Web App event

  2. Set the stage status in a Project Web App workflow

  3. Add a custom field to a project detail page

  4. Assign an approval task in a workflow

  5. Customize approval options for Project Web App workflows

You can read these articles in any order, but the order listed above represents simplest to most complex.

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