Configuring Project Board and Team

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

This object

  • A mandatory configuration for project creation and a workflow cannot exist without this object.

  • Can be added multiple times within one workflow.

  • This is an independent and incremental object. Hence, the changes made to one instance will be reflected in all subsequent instances. However, they will not be reflected 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: November 26, 2017