Summary
Using the Cloning feature is a true timesaver. Data such as documents, issues, risks, team members, etc. are copied into the new Target. To clone a T...
Tue, Dec 27, 2022 at 11:02 AM
While working in a Target, users can copy Target data into a Program. The below Target data gets copied into a Program and the Target is available for co...
Fri, Jul 21, 2023 at 11:02 AM
Gate Approval defines the “approval” process required before a Target can enter a phase. The “Gate Approval” picklist items/drop-down menu is the default ch...
Mon, Oct 3, 2022 at 12:32 PM
This article explains what Business Units are, how to create them, and a practical use case. The Business Unit field is used for reporting and grouping ...
Tue, Aug 31, 2021 at 2:35 PM
Yes, when entering address-related data into the Target Detail page, please note that in order to display the State picklist, the Country field must be set ...
Thu, Aug 19, 2021 at 10:33 AM
When gathering intelligence about the possibility of acquiring a Target, there are many parameters that are captured on the Summary/Target Detail Page. Tar...
Fri, Apr 22, 2022 at 10:34 PM