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Project Assessment Fields Accessible by Automation Rules
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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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