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Associated Records
View and create linked records directly from your Business Case... as many times as you need!! 🔥
Associated Records
Associated records allow you to create Projects from a Business Case.
When selected a flyout will appear from the right. Here you can view all associated records in the table.
Each associated Project will have the following information displayed:
- Name
- Type
- Stage
- This will display the current stage of the associated project.
- Associated in Stage
- This is a snapshot of the Business Case stage when the record was associated.
- Associated Date
- The date the associated Project was created.
- Associated By
- The user who created the associated Project.
Creating an Association
- Open Associated Records
- Click + Create in the top right hand corner of the associated records flyout.
- Input a Title for your Project.
- Click Next.
- (Optional) Input a Description for your Project.
- Click Next.
- Select a template from the template carousel. You can navigate and search this carousel using the buttons in the top right corner.
- Click Next.
- Assign yourself and any other Owners to the associated Project. You can find out more about Owners and the role here.
- (Optional) Provided the same fields or tables are used in the Business Case and the Project Template selected you can copy data over to the newly created Project.
- Click Create.