Project Workflows – Configuring Project Details

Owned by amani imtiyas
Last updated: Jan 29, 2024
7 min read

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
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Configurable

Configurable

Project Title

Single Line Text Field.

Project Title:

Ple