Project to Case Team sync

For Organizations working with Enhanced Permissions mode, Project to Case Team sync ensures that people working on a Case (Issue, Risk, Bug, Request) Team can see the related work item and vice versa.

Specification: Integration Apps

Categories: IT, Marketing, Professional Services, Project Management, Research and Development

Capabilities: Project Execution

About This App

For organizations using “Enhanced” Permission Level system setting.

When using Enhanced Permission Level, the standard behavior is that Project team members do not see related Cases (Requests, Issues, Risks and Bugs) unless they have a role or are a Team Member on the Case.

This app adds 2 toggles to Cases which can be set when creating the case, or any time after, and allows you to sync Project Resources and Reviewers to the Case.

A set of rules incrementally adds Resources and Reviewers as Team Members if more are added and vice versa.