Project Workflows – Configuring Interplan Link

The Interplan Link Object consists of one main tab:

  • Interplan Link

    • Create New Action

    • Existing Action  

    • Linked Action

This object and its tabs can be renamed.

Prerequisites and Dependencies

  • This object is only required for those projects which must be linked to interplan.

Create New Action

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Business Unit

Dropdown - options provided are from Business Unit list.

Custom Business Unit:

Select a Business Unit.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Service

Dropdown -options provided are from Service Profiles list (restricted to those within BU above).

Custom Service:

Select a Service.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Action

Text    

Action

Please select Action.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Resolution

CheckBox     

Resolution

Select Resolution.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Operational Plan Report

CheckBox    

Council Plan

Select Council Plan.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Resolution Details

CheckBox     

Ref:

Select Ref.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Best Value

CheckBox     

Best Value

Select Best Value.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

EMTReport

CheckBox     

EMT Report

Select EMT Report.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Existing Action

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Strategy

Dropdown - options provided are from Strategy list.

Strategy:

Please select a Strategy.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Action

Dropdown -options provided are from Actions list (restricted to those within Strategy above).

Action:

Please select an Action.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Linked Action

Field Name

Field Type

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Business Unit

Dropdown - options provided are from Business Unit list.

Custom Business Unit:

Select Linked Business Unit.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Service

Dropdown -options provided are from Service Profiles list (restricted to those within BU above).

Custom Service:

Select Linked Service.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Action

Text    

Action

Select Linked Action.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Resolution

CheckBox     

Resolution

Select Linked Resolution.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Operational Plan Report

CheckBox    

Council Plan

Select Linked Council Plan.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Resolution Details

CheckBox     

Ref:

Select Linked Ref.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Best Value

CheckBox     

Best Value

Select Linked Best Value.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

EMTReport

CheckBox     

EMT Report

Select Linked EMT Report.

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

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Configuring Objects

 

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