Project Workflows – Credit Risk Assessment
In the object editor area following options are included:
Field Name | Referring Object |
|---|---|
Project Duration | Number of days taken from the timeframe field in project detail object. |
Project Progress | % Completed field from the project detail object. |
Income | Total income taken from preliminary budget object. |
Expenditure | Total expenditure taken from preliminary budget object. |
Net Budget | Difference between the budget and income from the preliminary budget object. |
Project Note Started | Status field in project details. |
Project is In-progress |
|
Project is Ongoing | Status field in project details. |
Project is Deferred | Status field in project details. |
Project is Completed | Status field in project details. |
Project is Terminated | Sign off status. |
Assessment Score | Total assessment score. |
Initial Risk Assessment Score | From the assessment object. |
Revised Risk Assessment Score | From the assessment object. |
Future Risk Assessment Score | From the assessment object. |
In addition to the above standard fields, administrator can add below criteria to configure the formula if needed. Using the Add Criteria button.
All fields in the Custom objects>Custom tab (list fields, text field, etc.). fields will display as follows.
<Code>: <object name> : < field name>
To configure visibility/enabling of an object based on an object completion, all objects in the workflow will be displayed as follows; object completion will be determined by the check-box confirmation.
<Code>: < Is completed: object name>
Using the field code, administrator can configure the visibility condition for the object within the provided textbox in the formula screen.
When you click on the Add Criteria button, a new pop-up will be displayed listing custom object fields and to select completed objects.
You can select one or multiple criteria using the checkboxes placed next to each row. Clicking on the Insert will add the selected criteria to the formula screen.
Configured formula will be added to the first screen of the object editor upon save.
Similar to visibility condition configuration, 'Enable Condition' also can be configured by clicking on the Enable Condition box. For example: Credit Risk Assessment object edibility will be based on full proposal and costing object completion.
When enable condition is configured, until the condition is fulfilled, the object will be non-editable for all users including IPM administrators. Same is applied for visibility condition.
In order to enable and view a phase, the conditions for the object should be configured properly.
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