Project Workflows – Configuring Project Linkage

The Project Linkage Object consists of three tabs:

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 Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Primary Strategy	Dropdown - options provided are from Strategy list.	Primary Strategy:	Please select a primary strategy.	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Grid Strategy	Displays a list of potential secondary strategies to choose from in a grid format.	Potential Strategies:	Potential Strategies.	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Grid Select Strategy	Displays the selected secondary strategies (if any) in a grid format.	Secondary Strategies:	Secondary Strategies.	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT

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
Primary Service Profile	Dropdown - options provided are from Service Profile list.	Primary Service Profile:	Please select a primary service profile.	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
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 - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Grid Select Service Profile	Displays the selected secondary service profiles (if any) in a grid format.	Secondary Service Profile:	Secondary Service Profile.	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT

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
Grid Funding Partner	Dropdown - options provided are from Strategy list.	Grid Select Funding Partner.	Potential Funding Partner:	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
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 - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT

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Configuring Objects