Solutions · Workflow & Designer

App Builder. You extend the platform — without a change request.

An administrator designs a form, drops a workflow on a canvas, and publishes. A data center PMO uses that Tuesday for the RFI, the permit, the energization checklist or the funding allocation. The new app inherits permission groups, record numbering, drillable dashboards, reporting and API access. The Bidder Portal and My Tasks stay in the same product.

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TerraForge Workflow Designer for a Payment Application workflow in US dollars, with Finance Approval and Initiator Revision loops — Payment Application WF · published

Workflow Engine

You are not starting from a blank canvas.

The rest of the kit — forms, field library, views, dashboards, access — is on Configure. App Builder is the deepest tool. Publish on Tuesday. The business process is in production on Wednesday.

TerraForge Workflow Engine in US dollars, active definitions for leases, funding, payment applications, change orders, contracts, permits and work orders — Workflow Engine. Active definitions in US dollars: lease, funding, payment application, change order, contract, permit and work order. Bound and live. Open one in the designer.

Drag-and-drop workflow

Conditional routing on a canvas — not in a script.

Branches are labelled arrows: amount over threshold, branded portfolio level, fund type, role. Drop the step. Label the branch. An administrator can read the path. A user can be shown why the record went left instead of right.

App Builder

Design the form. Publish the business process.

Data elements, form layout, statuses, and the people who can see the record — configured in the product, by the people who run the programme. It is already a TerraForge app.

TerraForge App Builder in US dollars, a tile grid of published and draft apps including funding sources, commissioning checklists, bid packages and drawings — App Builder. Display currency US dollars. Published and draft tiles — funding sources, commissioning checklists, bid packages, drawings and design reviews — with section and field counts.

Ease of use

Easy for the people who use it. Easy for the people who run it.

Most PMIS products pick a side. They are either “simple” and shallow, or powerful and reserved for a specialist. TerraForge is built so a project manager can work the record and an administrator can change the process — without a week of training.

For users

Modern web. No plugins. Browser, login, work. Nothing to install.
Shared views. The administrator publishes the default. You personalise your own. You do not write a query.
One inbox — My Tasks. Approvals land in the same place whether the record is a lease, a payment application, or an app that went live last week.

For administrators

Publish without a ticket. Configure the form, drop the workflow, release.
Shared views you can set once. Publish the default the organisation should see.
The same builder everywhere. App Builder, workflow canvas and dashboard builder are one language.

What ships

App Builder, workflow, and everything a published app inherits.

Including dashboards and one inbox. The rest of the configuration kit is on Configure.

App Builder

App Builder: An administrator builds a business process on a Tuesday — sections, form, publish — and the team is in it on Wednesday. No vendor ticket.
Drag-and-drop workflow: Start, step, end on a canvas. Snap, tidy, fit view. Conditional paths are labels on the arrows, not a specialist’s script.
Conditional routing: Return to supplier, send for clarification, submit as complete — the branch is drawn, not coded.
Form configuration: The form the business process actually opens — not a parallel designer.
Data Elements: One typed field library. One definition, one owner, one validation contract.
Shared views: Admin publishes the clean default. Anyone can still save their own. Users stop rebuilding filters.
Data hygiene: Govern the library the apps are built from.

What a published app inherits

RBAC: Three-tier — organisation, group, record.
Numbering: On publish, not as a later integration.
Drillable dashboards: KPI tiles, recent records, status — and click-through to the record. On the app you just published. No widget SOW.
Visual metrics: Charts and breakdowns from the business process fields. Every app, not only finance.
Report Writer: Source, fields, filters, chart, sort, preview. Graphical output, then CSV, XLSX, PDF or XML. Every export is in the audit log.
API: Open REST the moment the app is live.
My Tasks: One inbox. Every approval, every module.

Easy for users. Easy for administrators.

Modern web — no plugins: Browser. Login. Work. Nothing to install on a locked-down laptop.
Shared views: An administrator publishes the default. A user personalises their own. Neither writes a query.
One inbox: My Tasks is the same place whether the record is a lease, a payment application, or an app you published last week.
Publish without a ticket: Administrators configure and release. They do not raise a change request to the vendor.
Learn TerraForge without the learning curve: The same navigation, the same views, the same inbox — across portfolio, programme, and the apps you add.

See the full PMIS against your campus programme.

Your cost codes, your workflow, your campuses. Write sales@terraforge.build.

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