Project Workflows – Configuring Business Case
- amani imtiyas (Unlicensed)
- Paul Angelo (Unlicensed)
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 | ALWAYS VISIBLE | ALWAYS MANDATORY - |
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 | ALWAYS VISIBLE | ALWAYS MANDATORY - |
ActiveCase | DropDown | CurrentCase | Select the Active Case | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
ObjectiveName | TextBox | Name | Please enter the Objective Name | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
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 | ALWAYS VISIBLE | ALWAYS MANDATORY - |
ActiveCase | DropDown | Active Case | Select the Active Case | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
OptionName | TextBox | Name | Please enter the Name | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
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 | | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
TextBoxProjectName | Text | Project Name | Please Enter the Project Name | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
TextBoxProjectDescription | Text | Project Description | Please Enter the Project Description | Configurable | Configurable | Configurable |
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