Project Assessment Fields Accessible by Automation Rules

Automation

Several fields of project records that could previously not be accessed by automation rules are now available for automation.  This concerns mainly the financial information of a project:

  • effort
  • value
  • cost_of_effort
  • cost_of purchases
  • total_cost
  • budget_allocated

This allows an organization, for example, to make a first assessment of a candidate project via a request template.  Once the evaluation is made, the project could be linked to the request and the assessment values copied to the project record.

Project assessment automation-rules

Patrick is 4me's Product Manager. After completing his studies in information science and applied linguistics, Patrick came into contact with service management processes as an IT consultant for CGI and as a billing specialist for World Online, Ziggo and Embratel. He then started his own copywriting business and a school where children learn about new technologies.  This rare combination of experiences helps Patrick as he explains the unique benefits that 4me has to offer as an enterprise service management solution.