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 | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Service | Dropdown -options provided are from Service Profiles list (restricted to those within BU above). | Custom Service: | Select a Service. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Action | Text | Action | Please select Action. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Resolution | CheckBox | Resolution | Select Resolution. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Operational Plan Report | CheckBox | Council Plan | Select Council Plan. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Resolution Details | CheckBox | Ref: | Select Ref. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Best Value | CheckBox | Best Value | Select Best Value. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
EMTReport | CheckBox | EMT Report | Select EMT Report. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
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 | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Action | Dropdown -options provided are from Actions list (restricted to those within Strategy above). | Action: | Please select an Action. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
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 | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Service | Dropdown -options provided are from Service Profiles list (restricted to those within BU above). | Custom Service: | Select Linked Service. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Action | Text | Action | Select Linked Action. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Resolution | CheckBox | Resolution | Select Linked Resolution. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Operational Plan Report | CheckBox | Council Plan | Select Linked Council Plan. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Resolution Details | CheckBox | Ref: | Select Linked Ref. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Best Value | CheckBox | Best Value | Select Linked Best Value. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
EMTReport | CheckBox | EMT Report | Select Linked EMT Report. | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
View other articles under this section: |