Change the Status of a Project

The current status of a project determines how the project is handled within the application. Project status can be set manually or through a workflow, depending on the status type. A new project is set to Active by default.

To change the status of a project:

Navigate to the project Details page
1. In the object selector, select a project.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Details.
In the Details section, in the Status list, select the appropriate status:
- Proposal: The project is a project proposal and has not been extensively planned nor accrued any costs. A project proposal can only be created using a workflow and a change in status must also be performed through a workflow.
- Rejected: The project proposal has been rejected and will not be executed as a project. A project can only be marked as Rejected through the use of a workflow.
- Planned: The project is currently planned for execution. Project managers input expected project costs and other project data during this stage. A change in status can be performed manually or through a workflow.
- Active: The project is currently active and being executed. A change in status can be performed manually or through a workflow.
- Inactive: The project has been rendered inactive and will temporarily accrue no costs. A change in status can be performed manually or through a workflow.
- Complete: The project has been successfully completed and will no longer accrue costs. A change in status can be performed manually or through a workflow.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

Next: Set a Primary Program for a Project