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