Project Workflows – Configuring Project Details
- amani imtiyas
- Paul Angelo (Unlicensed)
The Project Details Object consists of three tabs:
Details tab
Expenditure tab
Phase tab
This object
is mandatory for Project Creation and thus a workflow cannot exist without this object.
can be renamed.
All tabs in this object can also be
Renamed or
Individually switched off if not required for your workflow.
IMPORTANT: In project creation, the 'Details' tab is displayed even if it is switched off via the Object Editor so that mandatory information can be entered at a minimum and saved. If you attempt to view the project record at a later time, the details tab will not be visible.
The fields in the details tab can be re-ordered to meet your organisational requirements.
Prerequisites and Dependencies
Details: Staff records must exist in the system.
Details: If Service Profiles are to be associated with the project, Service Profile records must exist in the system.
Details: Project Types (linked to Workflows) must exist in the system.
Details: If Custom Lists are to be used, they must be defined.
Details: If Assets are to be linked to the project, they must be configured.
Project Expenditure: Budget Types must be defined.
Details Tab
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||||
|---|---|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | Field Visible in Quick Update | Field Enable in Quick Update | ||||
Project Type | Dropdown -options are configured via Project Type area and linked to workflows via the Workflow Link area. | Project Type: | Select a Project Type. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - | Configurable | Configurable |
Project Title | Single Line Text Field. | Project Title: | Please enter the project title. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - | Configurable | Configurable |
Project Ref | Single Line Text Field - can be set to auto populate as per rules configured via Project Code area. | Project Ref: | Please enter the project reference number. | Configurable | Configurable | Configurable | Configurable | Configurable |
Short Title | Single Line Text Field. | Short Title: | Please enter a short title for this project. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - | Configurable | Configurable |
Project Description | Multi Line Text Field. | Description | Please enter a description. | Configurable | Configurable | Configurable | Configurable | Configurable |
Category | Dropdown -options are configured via Custom Lists area. | Project Category: | Please select a project category. | Configurable | Configurable | Configurable | Configurable | Configurable |
Owner | Dropdown - options provided are from Staff list. | Project Owner: | Please select the project owner. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - | Configurable | Configurable |
Submitted | Dropdown - options provided are from Staff list. | Submitted By: | Please select the person who first submitted this project. | Configurable | Configurable | Configurable | Configurable | Configurable |
Sponsor | Dropdown - options provided are from Staff list. | Project Sponsor: | Please select the project sponsor. | Configurable | Configurable | Configurable | Configurable | Configurable |
Project Group | Radio buttons - options allow identification of project as parent, child or independent. | Project Group: | Please select the project group. | Configurable | Configurable | Configurable | Configurable | Configurable |
Timeframe | Date selection (To and From). | Project Timeframe: | Select a project timeframe. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - | Configurable | Configurable |
Project Dates | Date display | Project Dates: | Please select project dates. | ALWAYS DISABLED | Configurable | ALWAYS DISABLED | Configurable | ALWAYS DISABLED |
Projected Status | Dropdown -options provided are determined during Scoping. Default values are Not Started, In Progress, Completed, Ongoing, Deferred. | Status: | Please select status. | Configurable | Configurable | Configurable | Configurable | Configurable |
Percent Complete | Numeric value between 0-100 both inclusive. | % Complete: | Please enter % complete. | Configurable | Configurable | Configurable | Configurable | Configurable |
Project Status Graph | Displays the current project status in a visual form including icons for progress, budget and RAG status. | Project Status Graph: | Project Status Graph. | ALWAYS DISABLED | Configurable | ALWAYS DISABLED | Configurable | ALWAYS DISABLED |
Baseline Start Date | Date selection. | Revised Start Date | Please Select Revised Start Date. | Configurable | Configurable | Configurable | Configurable | Configurable |
Baseline End Date | Date selection. | Revised End Date | Please Select Revised End Date. | Configurable | Configurable | Configurable | Configurable | Configurable |
Councillor | Tickbox | Councillor Interest: | Is this project of Councillor Interest. | Configurable | Configurable | Configurable | Configurable | Configurable |
Custom Tick Box | Tickbox | Custom Tick Box: | Custom Tick Box. | Configurable | Configurable | Configurable | Configurable | Configurable |
Custom Text Area | Multi Line Text Field. | Custom Text Area | Custom Text Area. | Configurable | Configurable | Configurable | Configurable | Configurable |
Custom Date Control (1-2 available) | Date selection. | Custom Date Control1: | Custom Date Control. | Configurable | Configurable | Configurable | Configurable | Configurable |
Asset | Dropdown - | Asset: | Select a Asset. | Configurable | Configurable | Configurable | Configurable | Configurable |
Dropdown Service Profile | Dropdown - options provided are from Service Profiles list. | Service Profile: | Please select Service Profile. | Configurable | Configurable | Configurable | Configurable | Configurable |
Secondary Service Profile | Dropdown - options provided are from Service Profiles list. | Potential Service Profile: | Please select Potential Service Profile. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Capital Amendment: | Multi Line Text Field. | Capital Amendment: | Please enter Capital Amendment. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Exception: | Text Box | Exceptions: | Please enter exceptions. | Configurable | Configurable | Configurable | not Configurable | not Configurable |
Programme Summary: | Multi Line Text Field. | Programme Summary: | Please enter programme summary. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Hyperlink URL: | A hyperlink (e.g. to your financial system) - URL is configured via Hyperlink area. | Go to Hyperlink: | Please click the Hyperlink to browse the URL. | Configurable | Configurable | Configurable | Configurable | Configurable |
Custom List | Dropdown -options are configured via Custom Lists area. | Custom List: | Please select a value from Custom List. | Configurable | Configurable | Configurable |
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Budget Overall | Displays the total value of the Project Cost Estimate. | Budget Overall: | Budget Overall. | ALWAYS DISABLED | Configurable | ALWAYS DISABLED | Configurable | ALWAYS DISABLED |
Custom Numeric Field (1-2 available) | Number Field. | Custom Numeric: | Please enter number for Custom Numeric. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Custom Text Field | Single Line Text Field. | Custom Text Field4: | Please Enter Custom Text Field4. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Custom Tickbox | A tickbox with True/False value. | Custom Tickbox: | Please tick the Custom Tickbox. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Custom Staff List | Staff Dropdown. | Custom Staff List: | Please Select Custom Staff List. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Custom Text Field | Single Line Text Field. | Custom Text Field4: | Please Enter Custom Text Field4. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Custom Area Field | Multiline Text Field. | Custom Area | Please enter text for Custom Area. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Custom Tickbox | A tickbox with True/False value. | Custom Tickbox: | Please tick the Custom Tickbox. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Custom Date Control (3- 5 available) | Date selection. | Custom Date Control1: | Custom Date Control. | Configurable | Configurable | Configurable | Configurable | Configurable |
Custom List | Dropdown -options areconfigured via Custom Lists area. | Custom List: | Please select a value from Custom List. | Configurable | Configurable | Configurable |
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Custom Numeric Field (3-10 available) | Number Field | Custom Numeric: | Please enter number for Custom Numeric. | Configurable | Configurable | Configurable | Configurable if Visible in Project Details screen | Configurable if Enabled in Project Details screen |
Related Projects | A tickbox and a Multi-Line Text Field. | Are there Related Projects: | Please Enter Related Projects. | Configurable | Configurable | Configurable | Configurable | Configurable |
Section Header1 | Displays a textual label which can be used to break up the screen into logical sections. | Section Header1 | Section Header1 | ALWAYS DISABLED | Configurable | NEVER MANDATORY - | Configurable | ALWAYS DISABLED |
Project Comment | Multi Line Text Field with Append Task Comments button. | Overall Project Comment. | Please select Overall Project Comment. | Configurable | Configurable | Configurable | Configurable | Configurable |
Section Header (2-5 available) | Displays a textual label which can be used to break up the screen into logical sections. | Section Header2 | Section Header2 | ALWAYS DISABLED | Configurable | NEVER MANDATORY - | Configurable | ALWAYS DISABLED |
Justification | Multi Line Text Field. | Project Justification. | Enter Project Justification. | Configurable | Configurable | Configurable | Configurable | Configurable |
Expenditure Tab
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Project Expenditure | Dropdown -options are configured via Budget Types area. | Expenditure Type: | Project Expenditure | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Phase Tab
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Phase Code | Single Line Text Field. | Phase Code: | Enter a Phase Code. | Configurable | Configurable | Configurable |
Phase Name | Single Line Text Field. | Phase Name: | Enter a Phase Name. | Configurable | Configurable | Configurable |
Phase | Displays a textual label at the top of the screen. | Phase: | Phase | Configurable | Configurable | Configurable |
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