Team Input in Workflow

Team Input appears within the Workflow approval tab in Project Changes and Project Delivery Plan records, only once these records have been submitted for Workflow approval.  

Team Input appears ONLY for Workflow approvers to request input from team members once the approval reaches their instance of PMWeb.  

1. In the Workflow approver view (left), begin the Team Input request by clicking the Team Input button. 

   • • This action opens a Team Input pop-up window (below).

2. Within the Team Input pop-up window, use the Request Team Input drop-down menu to select team members from which to request input for this record.  

• You click the checkbox for every team member you'd like to invite for Team Input. 

3. Select the Permissions you'd like to give your team for the record by clicking each checkbox. 

4.  Add a contextual message regarding the input being requested. 

5. Click the Save and Send icon to submit your request for Team Input.  

1. Once a Team Input request is submitted, the Reviewer sees the request within their In My Court area of their PMWeb landing page.  

   1. • The reviewer clicks the blue hyperlink to open the project record. 

2. The reviewer opens the record and reviews all tabs and content as needed. 

3. The reviewer clicks the Workflow tab to complete the Team Input request within this tab.  

4. Here, the reviewer has two selection options to complete Team Input:

• REVIEW COMPLETE indicates that the record is reviewed and approved, with comments added as needed. 

• COMMENT indicates that more work is needed, and routes the request back to the submitter for additional input.  Comments can be added here as well. 

5. With an option selected, the reviewer clicks the Take Action button to complete their Team Input workflow process.  

6. All Team Input appears within your Workflow Tab>Activity Log for recordkeeping.