Configuring Project Status


    Project status denotes the level of progress of a project, based on which appropriate actions can be taken. You can configure the status under the configuration page.

     

    To open the configuration page,

    1. Click the Admin tab in the header pane to open the configuration wizard page.

    2. Click the Project Status icon proj-status-iconunder the Project Management block. The Status List page is displayed. You can add, edit, or delete the request status.

     

    Add Status

    1. Click Add New Project Status link.

    2. Enter the name of the status in the Status name field.

    3. Select the type to which the status belongs. The status type allows you to identify whether the status that you are adding is still pending or completed.

    4. To render a project status inactive click Inactive checkbox.

    5. Select the Color code to identify the status by invoking the color palette. The selected color should be unique for every status configured.

    6. You can enter a short description about the status in the Status description field.

    7. Click Save.

     

    Edit Status

    1. Click the Edit icon edit-icon beside the priority name you wish to edit.

    2. In the Edit Project Status form, modify the required fields.

    3. Click Save. At any point, if you wish to cancel the operation that you are performing, click Cancel.

     

    Delete Status

    1. Click the Delete icon deleteiconbeside the project status name you wish to delete. A confirmation dialog appears.

    2. Click Ok to proceed with the deletion. If you do not want to delete the status, then click Cancel.

    3. If you would like to bulk delete Project Status, select the statuses to be deleted from the list by enabling the check box.

    4. Click Delete button. A dialog box confirming the delete operation appears.

    5. Click OK to proceed with the deletion.

    If the project status is used in a project, the project status is not deleted, instead it is grayed (made inactive) and will not be available for further usage.

     


     

     

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