Mandatory setup fields on a Project

Overview

The purpose of this feature is to make a long-standing Legal feature available to Proserve users. That is the ability to assign a work type to a new project and to determine whether that field should be mandatory

Feature management

This functionality can be enabled (or disabled) using the Feature management workspace. The feature is called “(evergreen)Enable matter work type “

Workspace >> Feature management >> (evergreen) Enable matter work type:

Parameters

Once feature is enabled, you will find a new tab in PMA parameters called “Responsibilities”. Selecting that tab will display a screen on which the mandatory behaviour of project fields can be controlled. At present, only one field is displayed: work type. Use the radio button to the it on or off.

Project management accounting >> setup >> Project management and accounting parameter