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.
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When I joined Xurrent as CEO in February, I made a commitment to myself before I made any commitments publicly: I would listen before I led. I would get in front of customers, sit down with our partners, and spend real time with the incredible team that built this platform — before I said a word about where I thought we were going.
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