The Project Life Cycle Project Stage Configuration & Record Management Solution serves two key purposes. First, it streamlines the process of setting required fields for each stage of the project lifecycle, ensuring a smoother implementation. Second, it enhances the user interface and customer experience by simplifying the movement of projects through different stages, all while ensuring that organizations collect the critical information needed at every step.
Configuration
Though typically managed by the TrebleHook implementation team, this enhancement directly benefits customers by accelerating the implementation process, allowing them to go live much faster.
Update Stage
Users will now have easy access to a button that guides them through updating a project’s stage, ensuring they enter all the critical information required.
Once the button is clicked, users will be prompted to select the next stage they want to move to.
Based on their selection, the required data fields will appear on the screen, displaying any existing data for updates or, if blank, allowing users to input the necessary information. Fields can be configured as required or optional, depending on the setup.
