Add a Reason
Use reasons to provide additional information about a contract change or task recommitment.
To add a reason:
- In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
- From the Main Menu, select Summary & Settings.
- On the Summary & Settings page, select Dictionaries, and then select Reasons.
- On the Reasons page, select Add.
- In the new row, complete the following fields:
- Abbreviation: Enter an abbreviation for the reason.
- Name: Enter a description for the reason.
- In the panel, choose to make the reason available to the following objects:
- Changes: The reason is available when adding a change to a contract.
- Task: The reason is available when recommitting to tasks.
- Select Save.
Tips
- You can also add reasons when adding a contract change or recommitting to a task.
This setting is used in the following apps:
Tasks |
Last Published Wednesday, October 16, 2024