Workflows and project types
Workflows define the components available in a project or framework and project types define the structure of a project or framework, including the terminology used in the project or framework.
What are workflows?
Workflows define the components available in a project or framework. When choosing a workflow, you should consider:
- the type of project or framework you want to create
- whether the project or framework is simple or complex
There are two workflows available in the Projects app:
Workflow | Description | Detailed Information |
---|---|---|
Workplan
|
Appropriate for straight-forward projects and frameworks, which consist of a set of steps or procedures that the assurance team will execute, and the documentation of the outcome of each step | Workplan workflow |
Internal Control | Appropriate for more complex types of projects and frameworks, where narratives are defined, walkthroughs are performed to verify control design, and tests are performed to verify the operating effectiveness of controls | Internal Control workflow |
What are project types?
Project types define the structure of a project or framework, including the terminology used in the project or framework. The default terms used in the Projects app are dependent upon the project type that you select.
Project Admins and Project Type Admins can customize the terminology used in project types, modify the existing project types available in the Projects app, or create new project types.
For more information, see Customizing terms, fields, and notifications.
Default project types
The default project types are categorized by the workflows available in the Projects app:
Workflow | Project type | Description |
---|---|---|
Workplan | Compliance Investigation / Examination | Audits of regulatory or legal compliance |
Internal Audit (Operational) | Internal audits where risks are tested by identifying and executing audit procedures | |
Other Project / Audit | All other types of audits | |
Revenue Assurance Audit | Review of licensing / royalty compliance | |
Training | A project type used for training purposes | |
Internal Control | Business Process Review | Review of operational or business processes |
Internal Audit (Financial & Internal Control) | Internal audits where risks are addressed by identifying and testing controls | |
Operational Risk Assessment | Assess your organization's objectives, related process-level risks and controls | |
Pandemic Risk & Response Management | Manage and execute your organization's pandemic response plan | |
Sarbanes-Oxley Review | Review of internal controls for SOX compliance | |
SOC/SSAE 16/ISAE 3402 Audit | Service auditor's examinations of internal controls |
Updating project types
If you update terms and configure fields within a project type, the changes are applied to all active projects, archived projects, temporarily deleted projects, and frameworks associated with the project type.
For more information, see Why data in your project or framework has changed.
Changing project types
You can only change the project type of a project or framework to a project type that belongs to the same workflow (Internal Control or Workplan).
Changing the project type permanently removes data associated with the following items:
- assessment drivers
- custom risk scoring factors
- custom date fields
- custom attributes
Once removed, you are not able to restore any of these items.
Disabling or deleting project types
If you don't want to use a project type anymore, you can disable or delete it.
-
If the project type is associated with active, archived, or temporarily deleted projects, or frameworks, you can't delete the project type. However, you can disable it to prevent it from being associated with future projects.
For more information, see Disable a project type
-
If the project type is unassociated with any current projects or frameworks, you can delete it.
For more information, see Delete a project type