Portfolio, Program & Project Management Construction Software
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Visual Workflow

All the Business Process You Need

Visual Workflow

The advanced tools of the Visual Workflow Platform lie at the heart of PMWeb. Because it was built from the ground up to work directly within each PMWeb record type – including Custom Forms – Visual Workflow gives you the advanced tools you need to design, monitor and manage your collaboration and approval processes, all from a single sign in.

  •        Optional DocuSign integration for secure, digital signatures
  •       Parallel or serial workflow
  •       Custom Form Builder
  •       File management with check-in, check-out, versioning and attributes
  •       Conditional workflow based on document content
  •       Drag and drop interface
  •       Unlimited workflow templates
  •       Single sign in for users creating and collaborating on records
  •       Review-only steps
  •       Automated Process Management Rules (such as limits of authority)
  •       Route digital files using Workflow

Four of the World's Top 10 Universities use PMWeb, including Princeton (#1) and Harvard (#2). Learn why PMWeb is the #1 CapEx Planning & Project Portfolio Management Software.

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