Create an RPA Project

An RPA project consists of a business process to be automated and a team that is responsible for the automation.

You can create projects in the following RPA Manager views:

RPA Home
My RPA > My Backlog
My RPA > My Processes
Process Evaluation > Process Evaluation
Process Automation > Process Management
Process Automation > Process Management > <Category>

Before You Begin

Ask an organization administrator in Access Management to assign you the required permissions:

Action	RPA Permission	Deprecated RPA Permission
Start the automation of a process.	RPA Automations Designer, RPA Automations Contributor, RPA Automations Manager, RPA Administrator	Process Automation Open, Process Create

Action

RPA Permission

Deprecated RPA Permission

Start the automation of a process.

RPA Automations Designer, RPA Automations Contributor, RPA Automations Manager, RPA Administrator

Process Automation Open, Process Create

Create a Project From RPA Home

Create a project from the RPA Manager home page:

Open the Home module of RPA Manager.
Click the quick link New Process or Evaluation.
Click Process.
Complete the New Process form.
Click Start Automation.

Create a Project by Starting Automation from an Approved Evaluation

The standard way of automating a process begins with evaluating the feasibility and benefits of the process automation in the Process Evaluation module. RPA Manager shows approved processes in the backlog views of the My RPA module.

Learn how to start the automation of approved processes from there in topic Starting Automation of Approved Processes.

Create a Project From Other Views

To create a new project from any of the views listed at the beginning of this article:

Open the view.
Click New Process.
Complete the New Process form.
Click Start Automation.

Process Project Data

Setting:
- Process Owner:
  
  User who proposed the process for automation via a process evaluation.
- Required Applications for Process:
  
  Select all applications here that are required to carry out the process. All applications that have been created in the Process Applications view of the Process Automation module are displayed in the drop-down list and can be removed from the input field by clicking the X. It is important to select all required applications here to ensure that the process can only be implemented subsequently by robots that can use these applications.
- Process Team:
  
  The process team is a group of employees who work together on execution of the process automation. Select all team members from the text selection field. Then, by selecting the relevant checkboxes in the table, you can authorize the team members to work on the processes in the various phases. By default, each team member has authorization to transfer the process from their own phase to the next phase. If approval for the next phase is only to be carried out by specific team members, then select the checkbox Advanced Permissions to assign authorizations for approval separately. All team members have read access to the project in all phases. The project manager is always part of the team and also always has all authorizations. If the checkbox Advanced Permissions is deselected, the values of this column are no longer taken into account. In that case, only that user who has authorization to work on a phase can transfer the Process to the next phase.
- Category:
  
  A category describes the environment of a process in a few keywords. Choose a category from the list.
- Use Process Board:
  
  Select this checkbox to use a process board. Process boards contain administrative process tasks. The tasks transition from To-do via In progress to Completed.
  
  If you deselect this checkbox, the previous tasks remain, but are no longer displayed and are no longer considered for phase transitions.
  
  As soon as you select the checkbox again, the tasks are displayed and taken into account again.
- Create automatic Phase Release Tasks:
  
  Select this checkbox to create automatic phase release tasks.
  
  Phase changes can only be made if the corresponding task has reached the status Completed.
Process Costs:
- Initial Investment for the Process Automation:
  
  The initial investment for the acquisition of the MuleSoft RPA solution and the necessary infrastructure is required for the finance analysis.