Creating a Decision from the Decisions Tab

You can create decisions and associate them with projects, opportunities, or accounts. Decisions ensures transparency, accountability, and alignment among stakeholders throughout the project.

To create a decision from Decisions tab:

  1. On the Decisions tab, click New. The New Decision window appears.

  2. In the Information section:

    1. In the decision Name field, specify the name for the decision. For example, RAID Decision.
    2. [Optional] Enter a description for the decision.
    3. [Optional] In the Date Raised field, enter the date the decision was raised. The Date Raised field is automatically populated with the current date. Update this field to reflect the actual date the decision was raised.
    4. [Optional] In the Decision Owner field, search for and select the contact to whom you want to assign the decision.
    5. [Optional] In the Opportunity field, search for and select the opportunity to which the decision relates. For example, Gadgets and Gizmos - ProServ AddOn.
    6. [Optional] In the Account field, search for and select the account to which the decision relates. For example, Merlin Technologies Pty.
    7. [Optional] In the Project, Project Task, and Milestone fields, search for and select the project, project task, and milestone to which the decision relates.

  3. In the Details section:

    1. [Optional] Select the priority of the decision on a scale of one to five, where one is the lowest priority and five is the highest.
    2. [Optional] Select the impact of the decision on a scale of one to five, where one is the lowest impact and five is the highest.
    3. [Optional] Enter any relevant comments for the decision.

  4. In the Status section:

    1. In the Status field, select any of the following statuses for the decision:

      1. Proposed
      2. Approved
      3. Rejected
    2. In the Approved Date field, specify the date on which the decision is scheduled to be approved.
  5. Click Save.
Note:

The Proposed status is selected for the new decision by default in the New Decision window.