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The core details of a Project need to be entered first. The user will create a Project record and once the record is created, click on the “Setup Project” button to open the wizard.
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The wizard will guide the user through a set of screens that would allow them to create the details related to a Project record. Some of these fields are required to save the record. For the most part, users can create the related records while navigating from one screen to another (including Frameworks, Implementation Plans, and Budgets). However, there are two exceptions:
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Geographic Areas: Typically, there is a list (or catalog) of Geographic Area records that already exist in the system (see this page for more details). Users should select the relevant Geographic Areas from a picklist.
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Thematic Areas: Similarly, Thematic Areas are high-level impact themes that are predetermined and should be selected from a picklist.
Use the “Previous” and “Next” buttons to navigate from one screen to another and the “Skip” button to move to the next screen without creating or selecting records.
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Think before clicking “Next”: Some fields on the screens are required (marked with a red asterisks) and some are optional.
The solution? Click “Skip” if you don’t want to create a record for a specific screen. |
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