When Placing the Workflow Status of a Proposal / Chart on Hold, Why Do the Teams Already Assigned Stay in the System, Instead of Being Cleared? (Doc ID 2060879.1)

Last updated on OCTOBER 14, 2015

Applies to:

Instantis EnterpriseTrack Cloud Service - Version 8.7 and later
Instantis EnterpriseTrack - Version 8.7 and later
Information in this document applies to any platform.

Goal

When placing the Workflow status of a Proposal "On Hold", why do the teams already assigned stay in the system, instead of being cleared?

Proposal is the default term in Instantis EnterpriseTrack, this is is the functionality of a Proposal: Enforce a standardized workflow for promoting an idea to a proposal,
selecting and approving proposals, ensuring alignment with strategic goals.

Other terms identified for Proposal: Charter, Project Plan

Solution

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