Change Request Settings

The Change Request Creation configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature. contains configuration options that allow you to control the change control process.

Configuration Option Description
default-budget-type Budget type to be applied to a new change request budget.
default-budget-status Budget status to be applied to a new change request budget.
budget-type-picklist-values Budget types available for selection from the Budget Type drop-down list on a new change request budget.
budget-name-suffix Suffix to be added to the Budget Name when generating a project change request.
opportunity-name-suffix Suffix to be added to the Opportunity Name when generating a project change request.
is-region-required Indicates whether users must enter a Region when generating a change request.
is-practice-required Indicates whether users must enter a Practice when generating a change request.
is-group-required Indicates whether users must enter a Group when generating a change request.

Concept Information

Configuration Settings

Managing Configuration

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