Home > SI Documentation (v14) > Administrator Guide > Setup > Control Panel > Project Status

Project Status

Table of contents

Setting

 

Here you can add/edit/delete Project Status.

 

project status cp.jpg

 

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

 

project status dialog.jpg

 

Status allow you to designate the level of completion of a Project. There is a column that displays this field in the Project Explorer so you can easily filter your Projects by this setting:

 

column filter status.jpg

 

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

Details

Functions

 

manage.jpg

 

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

 

dropdown.jpg

 

For any Status set to State = "Open" you can also set a Probability percentage to estimate the likelihood of winning the Project. Both the State and Probability percentage when building Business Analytics.

 

probability.jpg

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