SalesforceFoundation / NPSP

The current version of the Salesforce.org Nonprofit Success Pack
http://www.salesforce.org/nonprofit/nonprofit-success-pack/
BSD 3-Clause "New" or "Revised" License
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Suggest renaming 'Grant Deadline' object to 'Deliverable' #1617

Closed judisohn closed 8 years ago

judisohn commented 9 years ago

Brian Pickett (North Peak) Deliverable management is a great feature (thanks @Sam Knox (501 Commons) and the SF Foundation!), though its usefulness is not limited to grants. Suggest that the language be generalized around "Deliverables" rather than made so specific with "Grant Deadlines."

TracyKronzak commented 9 years ago

Agreed - "Deliverable" is a much more encompassing term, especially when it comes to things like Local/State/Federal government grants.

mstark2014 commented 9 years ago

Since there is the option to create Record Types on this object, would it make sense for each organization to customize this object with different record types and page layouts for grant deadlines and for program milestones? Is there any problem with multiple record types in this feature?

TracyKronzak commented 9 years ago

I tend to not like record-typing these kinds of sub-Objects, largely because we're usually dealing with data categorizations rather than separate business processes, since the object itself is already very specialized.

mstark2014 commented 9 years ago

I understand, although I have found it useful when you want a different page layout for the different record types. In our org, I have used a custom object for surveys; since we have six different surveys with different questions, I used a different record type for each survey. In the grant case, there may be very different information you want to keep track of during grant application vs. grant deliverable milestones, especially if the grant is funded based on milestones. Is there any problem with the feature functionality with multiple record types?

TracyKronzak commented 9 years ago

Shouldn't be - and, that's a great reason to record-type! This is a pretty basic Object architecture, and the feature enhancement requests would likely be agnostic to them.

judisohn commented 9 years ago

While I agree with @BrightStepTracy that right now it doesn't matter if record types are added to the object and that it probably shouldn't matter in future enhancements, I don't think anyone can promise that it will always not matter.

kbromer commented 9 years ago

**lurch: add

LurchTheButler commented 9 years ago

Tracking W-008307

jlantz commented 8 years ago

Included in beta release 3.81 (Beta 12)

mrbelvedere commented 8 years ago

Included in production release rel/3.81