Configuring Project Linkage

The Project Linkage Object consists of three tabs:

Strategy
Service Profile
Funding Partner

This object and its tabs can be renamed.
Service Profile and Funding Partner tabs can be switched off if not required in your workflow.

Prerequisites and dependencies

Strategy: If Strategies are to be associated with the project, Strategies must exist.
Service profile: If Service Profiles are to be associated with the project, Service Profile records must exist.
Funding Partner: If Agencies are to be associated with the project, Agencies must exist.

Project Linkage Strategy

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Primary Strategy	Dropdown - options provided are from Strategy list	Primary Strategy:	Please select a primary strategy	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Grid Strategy	Displays a list of potential secondary strategies to choose from in a grid format	Potential Strategies:	Potential Strategies	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Grid Select Strategy	Displays the selected secondary strategies (if any) in a grid format	Secondary Strategies:	Secondary Strategies	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT

Project Linkage Service Profile

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Primary Service Profile	Dropdown - options provided are from Service Profile list	Primary Service Profile:	Please select a primary service profile	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Grid Service Profile	Displays a list of potential secondary service profiles to choose from in a grid format	Potential Service Profiles:	Potential Service Profiles	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Grid Select Service Profile	Displays the selected secondary service profiles (if any) in a grid format	Secondary Service Profile:	Secondary Service Profile	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT

Project Linkage Funding Partner

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Grid Funding Partner	Dropdown - options provided are from Strategy list	Grid Select Funding Partner	Potential Funding Partner:	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Linked Funding Partner:	Displays a list of potential secondary strategies to choose from in a grid format	Potential Funding Partner	Linked Funding Partner	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT

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Last revised: July 26, 2017