Project Assessment Fields Accessible by Automation Rules


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