Create Associated Record
Directly create a record linked to a Business Case... super easy, super simple, super powerful 💪
Steps:
- Select
actions menu.
- Click Create Associated Record.
- 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.