Expand my Community achievements bar.

The next phase for Workfront Community ideas is coming soon. Learn all about it in our blog!

How do you utilize the Business Case?

Avatar

Level 4

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?

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

0 Replies