Project Workflows – Configuring Business Case

The Business Case Object consists of three tabs:

Business Case Details.
Business Case Project Objectives.
Business Case Project Delivery Options.

This object and its tabs can be renamed.
The Project Delivery Options tab can be switched off if not required at this point in your workflow.

Prerequisites and dependencies

Project Objectives: At least one business case must be created (Business Case Details tab completed at least once) to enter Project Objectives. A set of objectives must be attached to the Business Case.
Project Delivery Options: At least one business case must be created (Business Case Details tab completed at least once) to enter Project Delivery Options. A set of delivery options must be attached to the Business Case.

Business Case Details

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
ActiveCase	DropDown	Active Case	Select the Active Case	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
BCField1	TextBox	BCField1	Please enter the BCField1	configurable	configurable	configurable
BCField2	TextBox	BCField2	Please enter the BCField1	configurable	configurable	configurable
BCField3	TextBox	BCField3	Please enter the BCField1	configurable	configurable	configurable
BCField4	TextBox	BCField4	Please enter the BCField1	configurable	configurable	configurable
CustomField1	TextBox	Custom Field1	Please enter the Major field 1	configurable	configurable	configurable
CustomField2	TextBox	Custom Field2	Please enter the Major field 2	configurable	configurable	configurable
CustomField3	TextBox	Custom Field3	Please enter the Major field 3	configurable	configurable	configurable
CustomField4	TextBox	Custom Field4	Please enter the Major field 4	configurable	configurable	configurable
CustomField5	TextBox	Custom Field5	Please enter the Major field 5	configurable	configurable	configurable
CustomField6	TextBox	Custom Field6	Please enter the Major field 6	configurable	configurable	configurable
CustomField7	TextBox	Custom Field7	Please enter the Major field 7	configurable	configurable	configurable
CustomField8	TextBox	Custom Field8	Please enter the Major field 8	configurable	configurable	configurable
CustomField9	TextBox	Custom Field9	Please enter the Major field 9	configurable	configurable	configurable
CustomField10	TextBox	Custom Field10	Please enter the Major field 10	configurable	configurable	configurable
CustomField11	TextBox	Custom Field11	Please enter the Major field 11	configurable	configurable	configurable
CustomField12	TextBox	Custom Field12	Please enter the Major field 12	configurable	configurable	configurable
CustomField13	TextBox	Custom Field13	Please enter the Major field 13	configurable	configurable	configurable
CustomField14	TextBox	Custom Field14	Please enter the Major field 14	configurable	configurable	configurable
CustomField15	TextBox	Custom Field15	Please enter the Major field 15	configurable	configurable	configurable
CustomField16	TextBox	Custom Field16	Please enter the Major field 16	configurable	configurable	configurable

Business Case Project Objectives

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Options	DropDown	Options	Select an Option	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
ActiveCase	DropDown	CurrentCase	Select the Active Case	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
ObjectiveName	TextBox	Name	Please enter the Objective Name	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
ObjectiveDescription	TextBox	Description	Please enter the Description	configurable	configurable	configurable
ObjectiveMetby	TextBox	Objective Metby	Please enter the Objective Met by	configurable	configurable	configurable

Business Case Project Delivery Options

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Options	DropDown	Options	Select an Option	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
ActiveCase	DropDown	Active Case	Select the Active Case	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
OptionName	TextBox	Name	Please enter the Name	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
OptionDescription	TextBox	Description	Please enter the Description	configurable	configurable	configurable
OptionAdvantages	TextBox	Advantages	Please enter the Advantages	configurable	configurable	configurable
OptionDisAdvantages	TextBox	Dis Advantages	Please enter the Dis-advantages	configurable	configurable	configurable

Project Outputs

The Project Outputs Object consists of one mandatory tab titled Project Outputs (this can be renamed if required).

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
GridProjectOutputs	Column header	Project Outputs	Add new Project Output	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
TextBoxProjectName	Text	Project Name	Please Enter the Project Name	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
TextBoxProjectDescription	Text	Project Description	Please Enter the Project Description	configurable	configurable	configurable

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