Project Initiation

Click Start a New Project to start a project workflow.

Request Info:

Under Request Info tab, fill mandatory form fields and select components.

Initiated By and Initiated On are auto-filled by the system. Project Name, Product Name, Brand and Pack Size are mandatory fields to be filled by the user. One or more components can be selected. Choose Component Type from the dropdown (mandatory) and enter Component Code in the text field (optional).

Files:

Initiator can upload input files in the Files tab by selecting corresponding File Type and Component Type. Note:

  1. If files are added at this stage (optional), then during component initiation, adding a file is not mandatory.
  2. File types available in the system are: Approved Copy, Artwork, Brief, KLD, Mock, Regulatory Docs, Source File, Vendor Proof, Others.
  3. Depending on the Component Types selected by the initiator under Request Info, options are populated in the Select Component Type dropdown in Files tab as shown in the screenshot below:

Stakeholders:

In the Stakeholders tab, against each activity to be performed, initiator selects users. Multiple users can also be selected for any given activity. Initiator can assign timing for each activity by entering a number in Timing. UOM refers to Unit of Measurement which in this case is Days.

The following are the action buttons available to the initiator at this stage:

  • Save – Save changes and revisit activity to complete it later.
  • Initiate New Request – Submit new workflow.

The submitted request can be viewed under All Projects inbox of the initiator. This notification is displayed with a status: Pending with Artwork Approver for Upload Artwork Inputs.

Note: The system displays either In Progress or Completed against each activity (notifications) depending on the status. This information is colour-coded as follows:

  • Green – more days left before the activity is due
  • Yellow – due on the day (hours left)
  • Red – delayed

Mouseover on In Progress will result in the system displaying more information such as Planned End Date and Estimated End Date.