Project Workflows – Configuring Project Linkage
- amani imtiyas
- Paul Angelo (Unlicensed)
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 - |