Creating a Decision from the Project Record Page

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 the Project Record page:

  1. On the Related tab of a project record, navigate to Decisions and 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 Task and Milestone fields, search for and select the 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 1 to 5, where 1 is the lowest priority and 5 is the highest.
    2. [Optional] Select the impact of the decision on a scale of 1 to 5, where 1 is the lowest impact and 5 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.
Tip:

You can also create a decision by clicking New Decision under RAID in the Actions Panel and following the same steps.

Notes:

In the New Decision window:

  • The Proposed status is selected for the new decision by default.
  • The Project field is automatically populated with the project record.