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Global functions
Overview of Global Functions
User Rights and Roles
Document Management
Modules
Project Planning
Cost Planning
Project Plans
Milestones/Timeline
Cost Control
Overview of Cost Control
Budget
Contract Management
Change Management
Supplement Management
Cost Prognosis
Cash Outflow Planning
Revenue Control
Overview of Revenue Control
Developer Calculation
Revenue Management
Special Request Management
Cash Flow and Financing
Project Portfolio
Multi-Project Controlling
Process Management
Workflow Management
Digital Approvals
Task Management
Mail Services
Reporting and Dashboards
Reporting
Project Dashboard
Multi-Project Dashboard
Interfaces
Services
Training
Consulting

Process Management

Workflow Management

In workflow management, nearly all processes represented in COOR can be assigned permissions for specific individuals or groups. These permissions can be linked to certain conditions, allowing, for example, value thresholds for approvals or different workflows for various types of orders to be set. Additionally, configurable automations within the workflow can initiate further processes, such as the automatic creation of tasks or the automatic sending of emails. Workflow management thus enables you to model your business processes and simplify them through automation.

Highlights

  • Individual Workflow Definitions: Specific workflows can be established with conditions for progression and approval permissions.
  • User and Group-Based Approval Permissions: Each user receives different approval lists in MyCOOR for the datasets relevant to them.
  • Mandatory Fields: Checks on various fields can prevent approval if these fields are not completed.
  • Delegation Rules: Both users and administrators can appoint a representative. This can be limited to a specific period and specific projects.

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