Project Reference

You will be able to view all the Child Projects linked to a Parent Project via

‘Project Reference’ Object – ‘Child Projects’ Tab (If Project Reference object is available within Project Workflow only).

Important Notes:

o   Project Reference object can be added multiple times within a project workflow. However, the object will be common across project workflow.

                                                                                                               i.      Project Owner: Project Owner of the Child Project along with the staff position.

                                                                                                             ii.      Start Date: Start Date of the Child Project.

                                                                                                            iii.      End Date: End Date of the Child Project.

                                                                                                           iv.      Target: Target of the Child Project

                                                                                                             v.      %Complete: %Complete Slider Bar

Click on ‘Expand All’ to expand all child/referenced project records in the grid within child projects/referenced projects. Expanded view will display below information:

                                                                                                               i.      Status: Project Status for the Project (as per Project Details object > Project Status field)

                                                                                                             ii.      Open/Closed/Upcoming: Status of the Project

                                                                                                            iii.      Progress Comment: Latest Progress Comment (as per Project Details object > Progress Comment field).

Click on ‘Collapse All’ button again to view collapsed records in grid. Additionally, expanding/collapsing options is also available for each record in the grid.

 

 

 

 

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Last revised: July 26, 2017