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Project Assessment Fields Accessible by Automation Rules

April 21, 2022
Patrick Bakker
1 Min Read

Several fields of project records that could previously not be accessed by automation rules are now available for automation.Β  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.Β  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