Maintaining a project

Adding a project focus area

  1. Open a project.
  2. Proceed to the Focus Area.
  3. Click Add.
  4. Select a focus area code from the list.

    The M3 Mobility Core Toolbox uses the selected Display options and the defined focus area code to determine the information it displays.

  5. Click Apply.

    After a focus area code is added, the Add button label changes to Edit.

Updating a project focus area

  1. Open a project.
  2. Go to Focus Area.
  3. Click Edit.
  4. Select a focus area code from the list.

    The M3 Mobility Core Toolbox uses the selected Display options and the defined focus area code to determine the information it displays.

  5. Click Apply.

Deleting a project focus area

  1. Open a project.
  2. Go to Focus Area.
  3. Click Edit.
  4. Unselect a code on the modal screen.
  5. Click Apply.
  6. Optionally, you can also delete a focus area by just selecting a product from the list and then, click Remove and Delete.

Adding a project-to-opportunity relationship

You must create an opportunity before you can establish a project-to-opportunity relationship.
  1. Open a project.
  2. Click Search icon on the Project-Opportunity Relation field.
  3. Search or select an opportunity record from the list and click Relate Opportunity.
  4. The selected opportunity name is populated on the Project-Opportunity Relation field.

Deleting a project-to-opportunity relationship

  1. Open a project.
  2. Click the More icon on the Project-Opportunity Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.

Adding a project-to-general object relationship

  1. Open a project.
  2. Click Search icon on the Project-General Object Relation field.
  3. Search or select an object record from the list and click Relate General Object.
  4. The selected object name is populated on the Project-General Object Relation field.

Deleting a project-to-general object relationship

  1. Open a project.
  2. Click the More icon on the Project-General Object Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.

Adding a project-to-project relationship

Project-to-project relationship is not included on the default Project dialog design

  1. Open a project.
  2. Click Search icon on the Project-Project Relation field.
  3. Search or select a project record from the list and click Relate Project.
  4. The selected project name is populated on the Project-Project Relation field.

Deleting a project-to-project relationship

  1. Open a project.
  2. Click the More icon on the Project-Project Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.