Demand Management Workflow:-

In this post, I will discuss Demand Management workflow.Demand Management is the process that guides through the project life cycle allowing you to manage a project from initiation, selection, planning, and closure.
Demand management Workflow usually follows the organization, Business process, and methodology of retirement. The typical demand management Workflow process in Microsoft project congestion of phases, Stages and project detail pages(PDP), which are SharePoint pages with web part and project specific custom fields and workflow.In this session, e will discuss how to create typical demand management workflow with Microsoft sequential activity workflow with visual studio 2013.

  • Project detail pages – Project Web App(PWA) pages where users can update and view project information.
  • Stages –stages are sets of project detail pages(PDP’s) specific to one area of the project lifecycle.
  • Phases – Phases are the way to organize multiple stages.
  • Workflows –Workflow is the way to enforce your business processes as projects move through the various stages and phases.
  • Enterprise project types – The way to bring stages, phases,  and project detail pages(PDP’s) together with a workflow into a standardized way of doing a project.
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Below are steps to create workflow Phases

  1. Go to PWA Settings and click on Workflow Phases in the section of Workflow and Project Detail Pages.SyncAd-2
  2. A web page will be open.Now click on New workflow Phases and create new stages according to requirement.In this example, I have created four Phases shown below.

Workflow Phases

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Below are steps to create workflow Stages

  1. Once again go to PWA Settings and click on Workflow Stages in the section of Workflow and Project Detail Pages.
  2. A web page will be open.Now click on New workflow stages and create new stages according to requirement.In this example, i have created four stages shown below.

Workflow Stages

Below are steps to arrangement of PDP’s in workflow Stages

Using workflow stages you can arrange the Project Detail Pages(PDP’s).Let say you want to show first two PDP in the First Stage.Next three PDP in next Stage.Then you can arrange by workflow stages.Below are Steps to arrangement of PDP

  1. Click on any stage and choose the PDP from the section Available Project Detail Pages. and select PDP in the section Selected Project Detail Pages

Set Project Detail Page

Below are steps to create EPT(Enterprise Project Type)

  1. Once again go to PWA Settings and click on Enterprise Project Type in the section of Workflow and Project Detail Pages. An Enterprise Project Types web page will be open.Here you can create new EPT to click on New Enterprise Project Type.
  2. A web page will we open.Fill up the EPT name and select the workflow from the drop down in the section of Set Workflow Association.

Note: No workflow will be shown in the Dropdown however you will not create any workflow.How to create workflow is given below. 

EPT

Workflow

 

Below are steps to create Demand Management workflow

  1. Open your visual studio 2013 and select create a SharePoint solution.
  2. Right click on solution and add Sequential Workflow.Now how to add activity and code below is given complete solution

Demand Management Workflow

Demand Management Workflow

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When you will deploy solution workflow will be created.Now you can attach workflow with EPT as I discussed in the previous Note.

Below are steps to create Project

  1. Go on Project Center and select EPT type( Workflow EPT as I have created)  from the Project ribbon tab.A Project Detail Page will be open. Fill all the required field and click on Save.
  2. When the project will be created successfully. You will see it will go in the first stage.And when you Approve all PDP or anything else that is needed in the first stage then Click on Submit.Stage wise Project Information
  3. The project will go in the second stage.
  4. Now you have to create Project Center View to shown the project stage wise details.Project Center

 

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