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Last Updated: 2024-09-20
Example: Route a Contract Rate Sheet for Approvals

Example: Route a Contract Rate Sheet for Approvals

This example illustrates how to configure Workday to route a contract rate sheet to specific roles for approval.
You're making changes to a contract rate sheet that's used in multiple customer contracts belonging to different projects, and you want the changes to be sent to specific roles for approval.
  1. Access 2 customer contracts that belong to different projects.
  2. Specify the same contract rate sheet for contract lines in each project.
  3. Define different project managers for the 2 projects.
  4. Add the
    Project Manager
     security group to the
    Approval
     action in the
    Contract Rate Sheet Event
     business process policy:
    1. Access the
      Contract Rate Sheet Event
       business process definition.
    2. From the related actions menu, select
      Business Process Policy
       >
      Edit
      .
    3. In the
      Who Can Do Actions on Entire Business Process
       section, for the
      Approve
       action, add the
      Project Manager
       security group.
    4. Click
      OK
       and
      Done
      .
    5. Run the
      Activate Pending Security Policy Changes
       task.
  5. Add an approval step to the contract rate sheet business process:
    1. Return to the
      Contract Rate Sheet Event
       business process definition.
    2. From the related actions menu, select
      Business Process
       >
      Edit Definition
      .
    3. Add an
      Approval
       step to the BP, and in the
      Group
       prompt enter the
      Project Manager
       security group.
    4. From the related actions menu for the added step, select
      Business Process
       >
      Set as Completion
      .
    5. Click
      OK
       and
      Done
      .
  6. Edit the contract rate sheet and submit the changes:
    1. On either contract, click the contract rate sheet.
    2. From the related actions menu, select
      Contract Rate Sheet
       >
      Edit
      .
    3. Change the
      Adjustment %
       value, and click
      Submit
      .
Approvals for the change to the contract rate sheet are sent to the project managers for both projects. You can see the managers listed on the
Process History
 tab on the
Edit Contract Rate Sheet
 page.