It would be nice to create a workflow that would apply to all projects rather than setting up the same workflow for each project if having multiple projects at a time that would use the same workflow. And to take this one step further if the workflow can be assigned to multiple processes such as Subcontracts, SCOs, sub invoice, POs, PO Change Orders, etc.
Here is a screen shot from me clicking to ADD a workflow. As you can see there is a red asterisk behind the Project, so I am required to select a project from the drop down menu. No where in the drop down menu do I have a choice to select all projects. So what you are saying is not true. This brings me to another question . . . If I am selecting all of the listed features for my workflow why does this then show up as individual workflows in my workflow list rather than one workflow? This method make no sense and just clutters up the listing.
[cid:image001.png@01DD2A47.4A22C460]
Bonnie Barry
Accounting Manager
RST Development, LLC
168 Business Park Drive. Ste. 103 | Virginia Beach, VA | 23462
Phone: 757-222-3766
Both of these options provide workflow rules that apply to all projects and do not require you to select a project to apply the rules to:
1. Feature based workflow
Feature based workflow with Project Manager alias or admin approvers
So I get what you are saying, but here is a screen shot of my workflows. I'd like to see less in this window and not have to select a project when setting up a workflow so that it can be used for all project. The way this is working now when I add a workflow I have to select a project then I need to add the same workflow for my next project (yes I can copy workflows) This methodology creates far too many workflow that are basically the same and seems redundant to me. I currently have about 16 projects going and 144 workflows. There has got to be a more simplified way of doing this.
Project #
Feature
Rule Name
Expression
Sequential
Created By
Created Date
Copy
Action
12-251
Bill
Manassass Park - Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
12-252
Bill
Woodbridge - Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
12-261
Bill
Twinbrook - Soft Cost - Bill
Total > 0
Bonnie Barry
04-Aug-2026
Copy
17-251
Bill
Bealeton - Hard Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-253
Bill
Bennett North- Hard Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-254
Bill
Bennett future- Hard Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-BLN
Bill
Bealeton - Hard Cost - Bill
Total > 0
Jack Copeland
23-Jan-2026
Copy
26-261
Bill
Soft Costs - Capitol Heights
Total > 0
Bonnie Barry
20-Apr-2026
Copy
68-221
Bill
RST VI 401- Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
71-401PH2
Bill
401 Phase II - Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
73-GFD
Bill
401 Future Dev - Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
78-242
Bill
Bennett Land - Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
80-BLN
Bill
Admin Override
Total <= 9999999999
Bonnie Barry
12-Aug-2026
Copy
80-BLN
Bill
Bealeton - Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
84-LIN
Bill
Bill Invoice Approval
Total <= 999999999999
Bonnie Barry
23-Jul-2026
Copy
84-LIN
Bill
Lincoln - Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
87-251
Bill
Bennett North - Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
87-251
Bill
Bill Approval
Total <= 999999999999
Bonnie Barry
22-Jul-2026
Copy
88-251
Bill
Bennett Pulte Lot- Soft Cost - Bill
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-251
Change Order (CO)
Hard Cost - RST VI Bennett
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-251
Change Order (CO)
Hard Cost - RST VI Bennett
Total <= 10000000000000000
Bonnie Barry
16-Jul-2026
Copy
17-253
Change Order (CO)
Hard Cost - Bennett North Apartmetns
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-254
Change Order (CO)
Hard Cost - Bennett Land
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-254
Change Order (CO)
Hard Cost - Bennett Land
Total <= 10000000000000000
Bonnie Barry
13-Jul-2026
Copy
17-BLN
Change Order (CO)
Hard Costs - Bealeton
Total > 0
Bonnie Barry
15-Dec-2025
Copy
z-Test-Project
Change Order (CO)
Test CO
Total > 0
Jack Copeland
04-Mar-2026
Copy
17-251
Change Proposal Request (CPR)
Hard Cost - Bennett Pulte - CPR
Total > 0
Jack Copeland
04-Mar-2026
Copy
17-253
Change Proposal Request (CPR)
Hard Cost - Bennett North - CPR
Total > 0
Jack Copeland
04-Mar-2026
Copy
17-254
Change Proposal Request (CPR)
Hard Cost - Bennett Future- CPR
Total > 0
Jack Copeland
04-Mar-2026
Copy
17-BLN
Change Proposal Request (CPR)
Hard Cost - Bealeton - CPR
Total > 0
Jack Copeland
04-Mar-2026
Copy
12-251
PO
Manassass Park - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
12-252
PO
Woodbridge - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
12-261
PO
Twinbrook - Soft Cost - PO
Total > 0
Bonnie Barry
04-Aug-2026
Copy
17-251
PO
Bennett Pulte - Hard Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-253
PO
Bennett North- Hard Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-254
PO
Bennett Land- Hard Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-BLN
PO
Bealeton - Hard Cost - PO
Total > 0
Jack Copeland
23-Jan-2026
Copy
26-261
PO
Soft Costs - Capitol Heights
Total > 0
Bonnie Barry
20-Apr-2026
Copy
68-221
PO
RST VI 401 Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
71-401PH2
PO
401 Phase II - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
73-GFD
PO
401 Future Dev - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
78-242
PO
Bennett Land - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
80-BLN
PO
Admin Override
Total <= 9999999999
Bonnie Barry
12-Aug-2026
Copy
80-BLN
PO
Bealeton - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
84-LIN
PO
Lincoln - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
87-251
PO
Bennett North - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
88-251
PO
Bennett Pulte - Soft Cost - PO
Total > 0
Jack Copeland
05-Mar-2026
Copy
12-251
PO CO
Manassass Park - Soft Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
12-252
PO CO
Woodbridge - Soft Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
12-261
PO CO
Twinbrook - Soft Cost - PO CO
Total > 0
Bonnie Barry
04-Aug-2026
Copy
17-251
PO CO
Bennett Pulte - Hard Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-253
PO CO
Bennett North- Hard Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-254
PO CO
Bennett Land- Hard Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-BLN
PO CO
Bealeton - Hard Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
26-261
PO CO
Soft Costs - Capitol Heights
Total > 0
Bonnie Barry
20-Apr-2026
Copy
68-221
PO CO
RST VI 401 Soft Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
71-401PH2
PO CO
401 Phase II - Soft Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
73-GFD
PO CO
401 Future Dev - Soft Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
78-242
PO CO
Bennett Land - Soft Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
80-BLN
PO CO
Admin Override
Total <= 9999999999
Bonnie Barry
12-Aug-2026
Copy
80-BLN
PO CO
Bealeton - Soft Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
84-LIN
PO CO
Lincoln - Soft Cost - PO co
Total > 0
Jack Copeland
05-Mar-2026
Copy
87-251
PO CO
Bennett North - Soft Cost - PO co
Total > 0
Jack Copeland
05-Mar-2026
Copy
88-251
PO CO
Bennett Pulte - Soft Cost - PO CO
Total > 0
Jack Copeland
05-Mar-2026
Copy
17-251
Prime Contract
Hard Cost - RST VI Bennett
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-253
Prime Contract
Hard Cost - Bennett North Apartmetns
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-254
Prime Contract
Hard Cost - Bennett Land
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-BLN
Prime Contract
Hard Costs - Bealeton
Total > 0
Bonnie Barry
15-Dec-2025
Copy
68-221
Prime Contract
401 Conversion
Total > 0
Jack Copeland
12-May-2026
Copy
17-251
Prime Invoice
Prime Invoice
Total >= 0
Jack Copeland
04-Mar-2026
Copy
17-253
Prime Invoice
Admin Override - Prime Invoice
Total <= 9999999999
Bonnie Barry
24-Jul-2026
Copy
17-253
Prime Invoice
Prime Invoice
Total >= 0
Jack Copeland
04-Mar-2026
Copy
17-254
Prime Invoice
Prime Invoice
Total >= 0
Jack Copeland
04-Mar-2026
Copy
17-254
Prime Invoice
Prime Invoice Credits
Total <= 0
Bonnie Barry
13-Jul-2026
Copy
17-BLN
Prime Invoice
Prime Invoice
Total >= 0
Bonnie Barry
23-Feb-2026
Copy
12-251
Sub Invoice
Soft Costs - Manasssas Park
Total > 0
Bonnie Barry
15-Dec-2025
Copy
12-252
Sub Invoice
Soft Costs - Woodbridge
Total > 0
Bonnie Barry
15-Dec-2025
Copy
12-261
Sub Invoice
Soft Cost - Twinbrook
Total > 0
Bonnie Barry
04-Aug-2026
Copy
17-251
Sub Invoice
Hard Cost - RST VI Bennett
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-251
Sub Invoice
Sub Invoice -Admin Override
Total <= 999999999999
Bonnie Barry
29-Jul-2026
Copy
17-253
Sub Invoice
Hard Cost - Bennett North Apts
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-254
Sub Invoice
Hard Cost - Bennett Land
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-BLN
Sub Invoice
Hard Cost - Bealeton
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-BLN
Sub Invoice
Hard Cost Credit - Bealeton
Total <= 0
Bonnie Barry
10-Aug-2026
Copy
26-261
Sub Invoice
Soft Costs - Capitol Heights
Total > 0
Bonnie Barry
20-Apr-2026
Copy
68-221
Sub Invoice
Hard Cost Invoice Approval
Total <= 999999999999
Bonnie Barry
13-May-2026
Copy
68-221
Sub Invoice
Soft Cost Invoice Approval
Total >= 0
Bonnie Barry
15-Dec-2025
Copy
71-401PH2
Sub Invoice
Soft Cost - 401 Phase II (Taryn 2)
Total > 0
Bonnie Barry
15-Dec-2025
Copy
73-GFD
Sub Invoice
Soft Cost - 401 Future Development
Total > 0
Bonnie Barry
15-Dec-2025
Copy
78-242
Sub Invoice
Hard Cost Invoice Approval
Total <= 999999999999
Bonnie Barry
23-Jun-2026
Copy
78-242
Sub Invoice
Soft Cost - Bennett Land
Total > 0
Bonnie Barry
15-Dec-2025
Copy
80-BLN
Sub Invoice
Admin Override
Total <= 9999999999
Bonnie Barry
12-Aug-2026
Copy
80-BLN
Sub Invoice
Hard Cost Invoice Approval
Total <= 999999999999
Bonnie Barry
22-Jun-2026
Copy
80-BLN
Sub Invoice
Soft Cost - Bealeton
Total >= 0
Bonnie Barry
15-Dec-2025
Copy
84-LIN
Sub Invoice
Soft Cost - Lincoln
Total > 0
Bonnie Barry
15-Dec-2025
Copy
87-251
Sub Invoice
Hard Cost Invoice Approval
Total <= 999999999999
Bonnie Barry
23-Jun-2026
Copy
87-251
Sub Invoice
Soft Cost - Bennett North Apts
Total > 0
Bonnie Barry
15-Dec-2025
Copy
88-251
Sub Invoice
Hard Cost Invoice Approval
Total <= 999999999999
Bonnie Barry
23-Jun-2026
Copy
88-251
Sub Invoice
Soft Cost - RST VI Bennett
Total > 0
Bonnie Barry
15-Dec-2025
Copy
z-Test-Project
Sub Invoice
Test Rule Invoice
Total > 0
Jack Copeland
04-Mar-2026
Copy
12-251
Subcontract
Soft Costs - Manassas Park
Total > 0
Bonnie Barry
15-Dec-2025
Copy
12-252
Subcontract
Soft Costs - Woodbridge
Total > 0
Bonnie Barry
15-Dec-2025
Copy
12-261
Subcontract
Soft Costs - Twinbrook
Total > 0
Bonnie Barry
04-Aug-2026
Copy
17-251
Subcontract
Hard Cost - RST VI Bennett
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-253
Subcontract
Hard Cost - Bennett North Apts
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-254
Subcontract
Hard Cost - Bennett Land
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-BLN
Subcontract
Hard Cost - Bealeton
Total >= 0
Bonnie Barry
15-Dec-2025
Copy
26-261
Subcontract
Soft Costs - Capitol Heights
Total > 0
Bonnie Barry
20-Apr-2026
Copy
68-221
Subcontract
Hard Cost Sub Contract Approvals
Total <= 999999999999
Bonnie Barry
13-May-2026
Copy
68-221
Subcontract
Soft Cost Sub Contract Approvals
Total >= 0
Bonnie Barry
15-Dec-2025
Copy
71-401PH2
Subcontract
Soft Cost - 401 Phase II (Taryn 2)
Total > 0
Bonnie Barry
15-Dec-2025
Copy
73-GFD
Subcontract
Soft Cost - 401 Future Development
Total > 0
Bonnie Barry
15-Dec-2025
Copy
78-242
Subcontract
Hard Cost Approvals
Total <= 999999999999
Bonnie Barry
23-Jun-2026
Copy
78-242
Subcontract
Soft Cost - Bennett Land
Total > 0
Bonnie Barry
15-Dec-2025
Copy
80-BLN
Subcontract
Admin Override
Total <= 9999999999
Bonnie Barry
12-Aug-2026
Copy
80-BLN
Subcontract
Hard Cost Approvals
Total <= 999999999999
Bonnie Barry
22-Jun-2026
Copy
80-BLN
Subcontract
Soft Cost - Bealeton
Total > 0
Bonnie Barry
15-Dec-2025
Copy
84-LIN
Subcontract
Soft Cost - Lincoln
Total > 0
Bonnie Barry
15-Dec-2025
Copy
87-251
Subcontract
Hard Cost Approvals
Total <= 999999999999
Bonnie Barry
23-Jun-2026
Copy
87-251
Subcontract
Soft Cost - Bennett North Apts
Total > 0
Bonnie Barry
15-Dec-2025
Copy
88-251
Subcontract
Hard Cost Approvals
Total <= 999999999999
Bonnie Barry
23-Jun-2026
Copy
88-251
Subcontract
Soft Cost - RST VI Bennett
Total > 0
Bonnie Barry
15-Dec-2025
Copy
HC-XYZ
Subcontract
Hard Cost Approvals
Total <= 999999999999
Bonnie Barry
12-May-2026
Copy
HC-XYZ
Subcontract
Soft Cost Approvals
Total >= 0
Bonnie Barry
12-May-2026
Copy
12-251
Subcontract Change Order (SCO)
Soft Costs - Manassas Park
Total > 0
Bonnie Barry
15-Dec-2025
Copy
12-252
Subcontract Change Order (SCO)
Soft Costs - Woodbridge
Total > 0
Bonnie Barry
15-Dec-2025
Copy
12-261
Subcontract Change Order (SCO)
Soft Costs - Twinbrook
Total > 0
Bonnie Barry
04-Aug-2026
Copy
17-251
Subcontract Change Order (SCO)
Hard Cost - RST VI Bennett
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-253
Subcontract Change Order (SCO)
Hard Cost - Bennett North Apts
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-254
Subcontract Change Order (SCO)
Hard Cost - Bennett Land
Total > 0
Bonnie Barry
15-Dec-2025
Copy
17-BLN
Subcontract Change Order (SCO)
Hard Cost - Bealeton
Total > 0
Bonnie Barry
15-Dec-2025
Copy
26-261
Subcontract Change Order (SCO)
Soft Costs - Capitol Heights
Total > 0
Bonnie Barry
20-Apr-2026
Copy
68-221
Subcontract Change Order (SCO)
Hard Cost SCO Approvals
Total <= 999999999999
Bonnie Barry
13-May-2026
Copy
68-221
Subcontract Change Order (SCO)
Soft Cost SCO Approvals
Total >= 0
Bonnie Barry
15-Dec-2025
Copy
71-401PH2
Subcontract Change Order (SCO)
Soft Cost - 401 Phase II (Taryn 2)
Total > 0
Bonnie Barry
15-Dec-2025
Copy
73-GFD
Subcontract Change Order (SCO)
Soft Cost - 401 Future Development
Total > 0
Bonnie Barry
15-Dec-2025
Copy
78-242
Subcontract Change Order (SCO)
Admin Soft Cost
Total <= 999999999999
Bonnie Barry
30-Jun-2026
Copy
78-242
Subcontract Change Order (SCO)
Soft Cost - Bennett Land
Total > 0
Bonnie Barry
15-Dec-2025
Copy
80-BLN
Subcontract Change Order (SCO)
Admin Override
Total <= 9999999999
Bonnie Barry
12-Aug-2026
Copy
80-BLN
Subcontract Change Order (SCO)
Soft Cost - Bealeton
Total > 0
Bonnie Barry
15-Dec-2025
Copy
84-LIN
Subcontract Change Order (SCO)
Soft Cost - Lincoln
Total > 0
Bonnie Barry
15-Dec-2025
Copy
87-251
Subcontract Change Order (SCO)
Hard Cost SCO Approvals
Total <= 999999999999
Bonnie Barry
23-Jun-2026
Copy
87-251
Subcontract Change Order (SCO)
Soft Cost - Bennett North Apts
Total > 0
Bonnie Barry
15-Dec-2025
Copy
88-251
Subcontract Change Order (SCO)
Soft Cost - RST VI Bennett
Total > 0
Bonnie Barry
15-Dec-2025
Copy
Total No. Of Row(s) : 144
Bonnie Barry
Accounting Manager
RST Development, LLC
168 Business Park Drive. Ste. 103 | Virginia Beach, VA | 23462
Phone: 757-222-3766
Both of your suggestions are already available features in Sage CM Workflow Approval Process for Contract Admin and Procurement.
Please review the options/features available in this help topic: https://help.sagecm.intacct.com/Content/Administration/Settings/Workflow/Workflow_ContractsProcurement_Overview.htm
There are 3 Workflow types listed below. It sounds like you are using the 3rd type. We recommend you take a closer look at the second option titled "Feature based workflow with Project Manager alias or admin approvers"
Feature based workflow One or more users must be referenced as approvers in the workflow rule. If an alias option is selected, the user referenced in the respective field of the Project Details form is responsible for reviewing the transaction. Workflow rules apply to all projects.
Feature based workflow with Project Manager alias or admin approvers System administrators and the project manager referenced in the Project Details form can review and approve the transaction. Workflow rules apply to all projects.
Project/feature based workflow Similar to the Feature based workflow, except the workflow rules apply to specific projects.