How do you utilize the Business Case? | Community
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Level 4
August 27, 2020
Question

How do you utilize the Business Case?

  • August 27, 2020
  • 0 replies
  • 355 views

I have a few questions about this. The only thing close in the Innovation Lab is from 2017.

Am I missing how to configure this based on our needs? I find it odd that a system admin can only customize the sections and not which fields appear in the Project Info section, as I imagine a business case would look different based on the type of industry utilizing it. It would be ideal for us to use it for our IT Steering approval.

Can I export it? The help article suggests going to the Business Case Summary and clicking Export. I don't see that anywhere in the NWE Business Case section.

And why am I not allowed to manage which custom forms are visible?

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