goPost™ allows you to link related project application records together using the Revisions feature. This feature allows any two or more projects to be linked together, regardless of whether they are true “revisions” or not.

Enabling Revisions

To turn on project linking in goPost requires Admin privileges in goPost. If you are your agency’s goPost Admin:

1. Log in to goPost.

2. Click on Settings in the Navigation Menu on the far left.

3. Click on Server Config.

4. Scroll down to the section labeled “Features.”

5. Check the box for Use Revisions.

6. Scroll back to the top and click SAVE.

Project application linking is now enabled for all portlets within your goPost environment.

Revision Linking Changes

Once project linking/revisions are enabled in goPost, you will see several changes throughout goPost.

Project INFORMATION Tab

When creating a new project application record, there is an additional step in the INFORMATION tab. Users must choose whether:

• The new application is intended as a new application that is not related to any pre-existing application.

• The new application is intended as a revision (meaning ‘linked project’) of an existing project application that is already in goPost.

This choice will determine the status displayed by goPost when the applicant clicks SUBMIT.

Project Status

If a user chooses the “revision” option, when they submit the application the status will update to “Pending Link” instead of the standard “Pending” status.

The “Pending Link” status:

• Indicates that staff need to internally link this project to another application already in goPost

• Otherwise, the status behaves the same way as the more familiar “Pending” status, meaning that after linking to another project or projects, staff should proceed to check it for completeness and accept or put on hold as appropriate.

Project REVISIONS Tab

A “REVISIONS” tab will display as part of the project application tabs. This tab is where you will link the current project application to another project that you must search for and select.

To link a project application (with or without “Pending Link” status) to an existing project application:

1. Click on (edit pencil icon) to open a project application.

2. Click on the REVISIONS tab. You will see a field called “Change Master Project.”

3. Start typing the project application number that you want to link as a parent to the current project application. Any matching results should start to appear as you type.

4. Click on the desired parent project from the dropdown list to select it.

5. Click Link.

The project applications are now linked together, with one parent (or ‘master’) and one child record.

Projects Records Table

When Using Revisions is turned on, two significant changes should appear in the Projects records table:

• Reference icons showing the relationship between linked projects

• An option for linking/unlinking projects directly from this page if they have reached the Intake status step

Reference Icons

Once two project applications are linked together, they will each display an icon on the Projects page to show this relationship:

• A (circle with embedded star) icon displays for the parent, or master, project record.

• A (record tree) icon displays for the child or children records (you can link more than one child to a parent or master project record).

Clicking on a project record in the Projects page will display information for any linked projects:

• Clicking a parent project will display all linked child project records.

• Clicking a child project will display its parent project record.

Once projects are linked together, hyperlinks to each project will display in both the Projects table and the REVISIONS tab within each of the linked projects.

Linking/Unlinking from Projects Page

While a project application record has the status of “Created,” “Pending,” or “Pending Link,” its record in the Projects table displays four icons:

But once the project application record has its status set to “Intake,” “Accepted,” or another later workflow status it will also display an additional icon:

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