Updating LinkInfo

LinkInfo is a business rule that is used in several modules. The LinkInfo business rule contains a member id parameter that must be refreshed. To refresh that parameter, use the admin user ID of the workspace.

Procedure

  1. Click Configure > Attributes.
  2. Select the module and attribute. The following modules and attributes are used with LinkInfo:
    Module Attribute
    Products Related Ideas
    Products Related Projects
    Portfolios Related Product Details
    Portfolios Product Financial Information Threshold
    Market Plans Product Info
  3. The business rule is in the Default Value attribute. For example, =LinkInfo("Projects",",Status,Project Manager,Budgeted Effort,Estimated Effort, Actual Effort,Time Threshold","13",'Projects')
  4. Replace the parameter 13 with the ID of the administrator that is listed on the Members page of the Members menu. For information about finding the ID of member, see “Finding ID numbers of users or members.”
  5. Click Copy Default Value To All Elements.
  6. Click OK.

Results

The business rule is updated. Repeat the steps to update all other LinkInfo business rules.

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