Configuring Planning Link

ThePlanning Link Object consists of one main tab:

Planning Link
- Create New Action
- Existing Action
- Linked Action

This object and its tabs can be renamed.

Prrerequisites and Dependencies

This object is only required for those projects which must be linked to Planning area.

Create New Action

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	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 Name	Field Type	Default Display Name	Default Help Text	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 Name	Field Type	Default Display Name	Default Help Text	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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Last revised: November 26, 2017