View process routing details for plan files
Why use this feature
Directly within the project plan file or purchase request, you can now see and manage where the project or purchase request is in the review process—saving you time from having to search for and open separate utilities.
How this feature works
What: The new Routing link in the plan file or purchase request template allows you to open the Process Routing page where you can view the current process status and details for a particular capital project or purchase request. If you are the current step owner, you can also complete the task from this page. If you are an administrator, you can complete the task for the current step owner and/or move the step to another step in the process.
Systems: Web and Legacy
Where: The link to the routing page is included as a link in the plan file.
Who: All users with plan file access.
How: In the upper-right corner of the plan file or purchase request, click the Routing link.
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Where to find more information
The following topics in the online help have been updated with information and instructions for using this feature:
