Project Settings – Stakeholder Analysis

This article contains:

1. Overview

Stakeholder analysis is a process of analysing the attitudes of stakeholders and can be done once or on a regular basis to track changes in stakeholder attitudes over time. It can be configured using dropdown lists and text boxes as outlined below. 

  • STEP 1: Go to Project Settings > Stakeholder Analysis

Figure 1.1

2. Dropdown

Depending on the type of the Stakeholder Analysis required, you can customise the drop down fields available within stakeholder analysis object.

You can add a new dropdown list to the object by clicking on the Add New Dropdown button. 

Figure 2.1

Once you click on it, the following fields will be shown.

Field Name

Description/Instructions

Mandatory/Optional

Field Name

Description/Instructions

Mandatory/Optional

Dropdown Title

Title of the dropdown

Mandatory

Dropdown Description

A brief description of the dropdown field

Mandatory

Sort Order

Sort index is automatically assigned by the system

N/A

Click Add new Option to add options to the drop down. Enter the option name in the text box and click on the Insert button to add it as a option.

You can edit an existing option in a dropdown list by clicking on the Edit button adjacent to the dropdown list, and then by clicking on the Edit button adjacent to the relevant option.

You can delete an existing option in a dropdown list by clicking on the Delete button adjacent to the dropdown list, and then by clicking on the Delete button adjacent to the relevant option.

You can edit an existing dropdown list by clicking on the edit icon adjacent to it, and you can delete an existing dropdown list by clicking on the delete icon adjacent to it.

You can change the order of the dropdown lists by using the Arrow button.

3. Textbox

Depending on the type of the Stakeholder Analysis required, you can customise the text fields available within stakeholder analysis object.

You can create new text boxes by clicking on the Add New Text Box button. The following fields will be displayed once you click on it.

  • Text box Title: Enter a title for the text box.

  • Text box Description: Enter a description for the text box.

You can edit an existing text box by clicking on the Edit button adjacent to it, and you can delete an existing text box by clicking on the Delete button adjacent to it.

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Project Settings