Project Workflows – Configuring Business Case

The Business Case Object consists of three tabs:  

  • Business Case Details.

  • Business Case Project Objectives.

  • Business Case Project Delivery Options.

  • This object and its tabs can be renamed.

  • The Project Delivery Options tab can be switched off if not required at this point in your workflow.

Prerequisites and Dependencies

  • Project Objectives: At least one business case must be created (Business Case Details tab completed at least once) to enter Project Objectives.  A set of objectives must be attached to the Business Case.

  • Project Delivery Options: At least one business case must be created (Business Case Details tab completed at least once) to enter Project Delivery Options. A set of delivery options must be attached to the Business Case.

Business Case Details

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

ActiveCase

DropDown

Active Case

Select the Active Case

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

BCField1

TextBox     

BCField1              

Please enter the BCField1

Configurable

Configurable

Configurable

BCField2

TextBox     

BCField2  

Please enter the BCField1

Configurable

Configurable

Configurable

BCField3

TextBox     

BCField3         

Please enter the BCField1

Configurable

Configurable

Configurable

BCField4

TextBox     

BCField4  

Please enter the BCField1

Configurable

Configurable

Configurable

CustomField1

TextBox     

Custom Field1

Please enter the Major field 1

Configurable

Configurable

Configurable

CustomField2

TextBox     

Custom Field2

Please enter the Major field 2     

Configurable

Configurable

Configurable

CustomField3

TextBox     

Custom Field3

Please enter the Major field 3

Configurable

Configurable

Configurable

CustomField4

TextBox     

Custom Field4

Please enter the Major field 4

Configurable

Configurable

Configurable

CustomField5

TextBox

Custom Field5

Please enter the Major field 5      

Configurable

Configurable

Configurable

CustomField6

TextBox

Custom Field6

Please enter the Major field 6

Configurable

Configurable

Configurable

CustomField7

TextBox

Custom Field7

Please enter the Major field 7

Configurable

Configurable

Configurable

CustomField8

TextBox     

Custom Field8

Please enter the Major field 8

Configurable

Configurable

Configurable

CustomField9

TextBox     

Custom Field9

Please enter the Major field 9

Configurable

Configurable

Configurable

CustomField10

TextBox     

Custom Field10

Please enter the Major field 10

Configurable

Configurable

Configurable

CustomField11

TextBox     

Custom Field11

Please enter the Major field 11

Configurable

Configurable

Configurable

CustomField12

TextBox     

Custom Field12

Please enter the Major field 12

Configurable

Configurable

Configurable

CustomField13

TextBox     

Custom Field13

Please enter the Major field 13

Configurable

Configurable

Configurable

CustomField14

TextBox     

Custom Field14

Please enter the Major field 14

Configurable

Configurable

Configurable

CustomField15

TextBox     

Custom Field15

Please enter the Major field 15

Configurable

Configurable

Configurable

CustomField16

TextBox     

Custom Field16

Please enter the Major field 16

Configurable

Configurable

Configurable

Business Case Project Objectives

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Options

DropDown     

Options         

Select an Option

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

ActiveCase

DropDown

CurrentCase

Select the Active Case

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

ObjectiveName

TextBox     

Name

Please enter the Objective Name

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

ObjectiveDescription

TextBox     

Description

Please enter the Description

Configurable

Configurable

Configurable

ObjectiveMetby

TextBox     

Objective Metby

Please enter the Objective Met by

Configurable

Configurable

Configurable

Business Case Project Delivery Options

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Options

DropDown     

Options         

Select an Option

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

ActiveCase

DropDown

Active Case

Select the Active Case

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

OptionName

TextBox     

Name  

Please enter the Name

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

OptionDescription

TextBox     

Description  

Please enter the Description

Configurable

Configurable

Configurable

OptionAdvantages

TextBox     

Advantages  

Please enter the Advantages

Configurable

Configurable

Configurable

OptionDisAdvantages

TextBox     

Dis Advantages  

Please enter the Dis-advantages

Configurable

Configurable

Configurable

Project Outputs

The Project Outputs Object consists of one mandatory tab titled Project Outputs (this can be renamed if required).

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

GridProjectOutputs

Column header     

Project Outputs

 
Add new Project Output    

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

TextBoxProjectName

Text     

Project Name

Please Enter the Project Name

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

TextBoxProjectDescription

Text

Project Description

Please Enter the Project Description

Configurable

Configurable

Configurable

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Configuring Objects

 

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