Configuring Project Board and Team

The Project Board & Team Object consists of one mandatory tab titled Project Board & Team. 

This object

  • is mandatory for project creation and thus a workflow cannot exist without this object.

  • can be added multiple times within one workflow.

  • is independent and incremental. That is, changes made to one instance will be reflected in all subsequent instances. It will not reflect in the previous instances.

  • can be renamed if required.

 

Prerequisites and  dependencies

  • Staff/user records must exist

 

Field Name

Field Type

Default Display Name

 Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory
Name Dropdown - options provided are from Staff list Name Please select the Name

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Position

 Dropdown - options are configured via Project Positions area Position   

Please select the Position

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Description

 Text - displays the description associated with the Position selected above.     Description   

Please select the Description

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Implementation Role

 CheckBox      Implementation Role

Please select the Implementation Role

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Interplan Responsible Person

 CheckBox      Interplan Responsible Person         Please select the Interplan Responsible Person

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Number of Man Days

 Text Box Number of Man Days Please enter number of man days

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Charge Out Rate

 Text Box Number of Man Days Please enter Charge Out Rate

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

 

 

 

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Last revised: September 23, 2018