Project Workflows – Configuring Advance Scope

This object provides you the ability to enter and map the data from one phase to other phases. Only one advance scope can be set up for each phase.

In order to set up an Advance Scope Object,

Go to Framework > Choose the workflow > Drag and drop the Advance Scope object to the relevant phases > Click on the Object Editor.

You can add up to 20 Custom Fields configuring Label Name, Help Text, Field Code and Mapping Filed in order for the information to appear on the desired Phase.

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Figure 1.1

Mandatory fields which you need to fill are marked with red arrows. Using the 'Advance Scope Document Links' check box, you can decide if you want this section to appear on the Advance Scope object.

In order to display the fields from the previous phase, you can click on the Mapping Field dropdown. When you click on the Mapping Field drop down, a new window will appear giving you a list of fields from the previous phase advance scope object. You can choose the field and click on the Select button to map.

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