Project Workflows – Configuring Project Linkage
The Project Linkage Object consists of three tabs:
Strategy
Service Profile
Funding Partner
This object and its tabs can be renamed.
Service Profile and Funding Partner tabs can be switched off if not required in your workflow.
Prerequisites and Dependencies
Strategy: If Strategies are to be associated with the project, Strategies must exist.
Service profile: If Service Profiles are to be associated with the project, Service Profile records must exist.
Funding Partner: If Agencies are to be associated with the project, Agencies must exist.
Project Linkage Strategy
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Primary Strategy | Dropdown - options provided are from Strategy list. | Primary Strategy: | Please select a primary strategy. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Grid Strategy | Displays a list of potential secondary strategies to choose from in a grid format. | Potential Strategies: | Potential Strategies. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Grid Select Strategy | Displays the selected secondary strategies (if any) in a grid format. | Secondary Strategies: | Secondary Strategies. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Project Linkage Service Profile
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Primary Service Profile | Dropdown - options provided are from Service Profile list. | Primary Service Profile: |
Please select a primary service profile.
| ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Grid Service Profile | Displays a list of potential secondary service profiles to choose from in a grid format. | Potential Service Profiles: | Potential Service Profiles. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Grid Select Service Profile | Displays the selected secondary service profiles (if any) in a grid format. | Secondary Service Profile: |
Secondary Service Profile.
| ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Project Linkage Funding Partner
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Grid Funding Partner | Dropdown - options provided are from Strategy list. | Grid Select Funding Partner. | Potential Funding Partner: | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Linked Funding Partner: | Displays a list of potential secondary strategies to choose from in a grid format. | Potential Funding Partner. | Linked Funding Partner. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
View other articles under this section: |
