1. Automate Project & Portfolio
Workflows, Quickly & Easily
Nintex Workflow for Project Server empowers project and portfolio managers to design and implement end-to-end workflows
without the need for complex and costly development cycles.
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Save Publish New Open Close Print Import Export Workflow Settings Zoom Zoom 100% Catalog Help
In Out
File Import/Export Settings View Nintex Live Help
Workflow Actions
Search...
Change Compare Publish
project type project project Set project stage
property
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Query Read Read Initial Proposal Details
Project project project
Server property security
Project Web App
Set project
stage
Set status
information
Update
project Assign flexi task
Home
properties
Projects
Update project Wait for Wait for
Get Started with Project Web App REMOVE THIS
Reject
Approvals
Approve
property check in commit
Tasks
Resources
Wait for Send notification Reports
Update Project Property
submit
EDIT LINKS
Commonly used
Integration
Libraries and lists
Logic and flow Track your work
Operations
Project Server
Provisioning
User interaction
Project, Portfolio • Demand management workflows to ensure portfolio governance
Collaboration Workflows • Event driven workflows that automate actions and alerts
• SharePoint workflows to collaborate on project artifacts
Quick Easy • Browser based, drag and drop designer within Project Server
• No code required providing flexibility and lower costs
• Simple deployment and management
Connect to Other Systems • Query project data using the Project Server Interface (PSI)
• Connect to company wide Line of Business (LOB) data systems
• Integrate with Office 365 sites and utilize cloud services via Nintex Live*
START YOUR FREE TRIAL BY VISITING NINTEX.COM/PROJECT
*Nintex Workflow is required for Nintex Workflow for Project Server to operate.

2. Project, Portfolio Collaboration Workflows Design workflow in minutes
Demand management workflows created with Nintex Workflow Nintex Workflow for Project Server is a browser based designer
for Project Server are assigned to Enterprise Project Type’s (EPTs) embedded in the Project Web Application
and can be configured to present Project Detail Pages (PDPs)
and set stage status through the lifecycle phases according to an • Draw, configure and update workflows by dragging and
organization’s EPM methodology. dropping actions onto the design canvas.
• Track their status visually and review reports all within the
It is built with deep integration with Project Server so you create browser without the need for additional software.
native Project Server workflows. • Save and reuse workflow logic across projects, departments
and teams, or use templates to enforce standard processes and
In addition, workflows can be associated to asynchronous methodology
Project Server events and kicked off based on events such as
when a project is published, or a new resource is created. This Leverage Nintex Workflow connectivity
helps ensure greater governance across an organizations’ project Workflows created with Nintex Workflow for Project Server will
management practice by monitoring budgets and resource connect to CRM, ERP and other LOB systems, as well as SharePoint
status. Business Connectivity Services, Active Directory and Lync.
Combined with the powerful Nintex Workflow actions,
The underlying Nintex Workflow integration with SharePoint helps you are able to:
improve collaboration and communications across the project
team during project execution and management. • Consume information from financial, human resources,
billing and other disparate systems to create more
Workflow Actions complete workflows.
Search...
Query Retrieve event Update
Project data project
Server properties
Workflow Actions
Search...
Change Compare Publish
project type project project
property
Query Read Read
Project project project
Server property security Unlock the data available within your Project Server instance
via the Project Server Interface (PSI) or Project Server’s dedicated
reporting database.
Set project Set status Update
stage information project
properties • Build processes that utilize Nintex Live to connect
to an ever-growing catalog of online services and interact
directly with Office 365, Yammer, Twitter, Bing and a World
Update project Wait for Wait for
of Business and government information services
property check in commit • Leverage out of the box integration with Exchange
and Lync to schedule meetings and provide real
time notifications.
• Create workflows that provide greater visibility into
Wait for process status, compliance, bottlenecks, and
submit
participation. For example, you can analyze
how long project approval requests take
to be approved, how often requests
are escalated, the time taken by
each approver, etc.
START YOUR FREE TRIAL BY VISITING NINTEX.COM/PROJECT
Find out more Inquiries
nintex.com sales@nintex.com
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