Multiple setups can be defined at the company level and then used to configure individual projects.
To create a new project status update setup
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Company Workspace > Auto-update Status Setup in the left Navigator. The Auto-Update Status Setup log opens. |
| 3 | Click New. The Auto-update Status Setup window opens. There are three tabs: General, Settings, Schedule. |
| 4 | In the General tab, enter a Setup Name, which displays in the log, and an optional Description. |
| 5 | In the Settings tab, define the order of the non-active statuses and the status change query and trigger conditions. For details, see "Choose the order of non-active statuses (Settings tab)" and "Define status change query and trigger conditions (Settings tab)". |
| 6 | In the Schedule tab, you can schedule the shell status update. See "Define project status update schedule (Schedule tab)". |
| 7 | Once you have defined the setup, you must activate it to be able to apply it to a project. See "Activate or deactivate an auto-update status setup". |
Note: You must deactivate a setup to be able to modify it.
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