Home > SI 2017 Documentation > Administrator Guide > Setup > Control Panel > Project Progresses

Project Progresses

Table of contents

Setting

 

Here you can add/edit/delete Project Progresses.

 

 

The Manage Project Progresses form is where you can edit your list.

 

 

Progresses allow you to designate what "state" a Project is in. There is a column that displays this field in the Project Explorer so you can easily filter your Projects by this field:

 

 

The Progress field can be updated at any time for a Project by editing the Project Information.

Details

Functions

 

 

You can add/delete Progresses from your list. You can also use the Move Up/Down buttons to position Progresses. When adding a Progress, you will give it a name as well as choose a Status from a list of three options: Open, Won, Lost.

 

 

These Status designations are used in the new Dashboard Explorer to determine which Projects you want to view for a particular Dashboard.

Last modified
12:22, 9 Mar 2017

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