Home > SI Documentation (v12) > Administrator Guide > Setup > Control Panel > Project Status

Project Status

Table of contents

Setting

 

Here you can add/edit/delete Project Status.

 

project status button.jpg

 

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

 

status interface.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

 

status buttons.jpg

 

You can add/delete Status 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 State from a list of three options: Open, Won, Lost.

 

state column.jpg

 

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

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