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Additional Details While Creating Project

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Dominic Almeida
Regular Collector

Additional Details While Creating Project

Hi,

When we create a Project, we get following fields

Project Name:
Project Type:
Project Manager:
Planned Start Period:
Planned End Period:
Region:

and then after filling these fields, we create the project.

However, I want to fill out some more information regarding the Project such as

Is this project Part of Program:
If Yes, then Program Name:
Project Classification (Comprehensive, Medium, Small ) Project etc.

and after that I need to create the Project

Can anybody help me out, as to whether I can make use of "Not Submitted" Status of the Project to fill out these fields?

BR - Dom
3 REPLIES
Dominic Almeida
Regular Collector

Re: Additional Details While Creating Project

while I have setup the initial status of my request type as "Not Submitted"

it is not working.

BR
Sascha Mohr
Esteemed Contributor
Solution

Re: Additional Details While Creating Project

Hi,
just make these fields required in the project's request (header) type. The user will still be able to save it as a draft and leave the fields blank, but at least he is asked to fill them when creating the project. Otherwise the request type is not even displayed to the user.
Dominic Almeida
Regular Collector

Re: Additional Details While Creating Project

thanks buddy,

that resolves my problem...

BR - Dom
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