This field displays the name of the currently selected workflow.

Use this field to enter a descriptive name for this activity.

This field displays this activity's workflow type. The workflow types are:

• Costpoint Triggers: This type of workflow type is Deltek-defined and initiated automatically in a Costpoint function. For example, when a requisition approval is necessary, an STD - Requisition Approval workflow is initiated.
  Note: If a workflow is a Costpoint Triggers type, you cannot change the name of the workflow.
• Deltek-Defined: This type of workflow is predefined by Costpoint and ready for use. You need only to assign roles and user IDs for routing. Several of the predefined workflows already have roles associated with them. Because activities can be deleted, added, or changed, you can customize predefined workflows to fit your needs.
• User-Defined: This type of workflow is set up by users.

Select this check box to indicate whether this activity is required. If an activity is required, the activity must be completed before an in-progress workflow case can be considered complete. If an activity is not required, you can consider an in-progress workflow case completed before completing this activity.

Use this field to enter, or use to select, the workflow role to which this activity will be rerouted when it is time to complete this activity within the workflow. This activity will be displayed in the activity inboxes of the users associated with this role.

Users set up to receive activities via email will be notified through their email system when it is time to complete an activity. The following items are in the email message: workflow name, case, case value list, activity name, role, user ID, and priority.

To use an email system to receive notification of activities and messages, you must complete the email section of the Configure System Settings screen. Also, you must activate email on a user-by-user basis in the Manage Users screen.

This field displays the filter associated with this role. If there is a filter, you must add the filter using the Case subtask when you save this screen. If there are more than one filters associated with this role, you can use to select which filter to use.

If you add the filter to the case labels, the routing of the activity may be limited to a set of users within the role. The activity will be routed to users associated with the filter value corresponding to the case label value for the workflow case. If there is no filter value related to the value of the case label or there are no users associated with the filter value, the activity will be routed to the entire role.

Use this field to enter a number to indicate the level of importance (1 = highest priority and 100 = lowest  priority) of this activity in relation to the other activities defined for this or other workflows. This priority level displays alongside the activity in the activity inboxes and helps the users know when to complete the activity.

Use this field to enter an estimated number of hours up to which it takes to complete this activity. For example, enter a value of 1.5 for an expected duration of one hour and 30 minutes.

Use this field to enter an estimated number of additional hours, if any, that is allowed to complete this activity. For example, enter a value of 1.5 for an expected duration of one hour and 30 minutes.

Use this field to enter, or use to select, the workflow role that will be notified when activity exceeds the estimated hours specified in the Expected Duration (Hours) and Additional Time Allowed (Hours).