Choose the order of non-active statuses (Settings tab)

By default the order of the listed statuses is On-Hold, View-Only, and Inactive. These are listed on the left side of the Settings tab in the Status pane. You can change the order using the Move Up or Move Down buttons. You can change the order of the non-active statuses. The order of the statues is significant because the triggering conditions for the statuses are evaluated in the order in which they are listed on this tab, with the verification of the triggering conditions occurring for each condition listed in turn.

For example, if the conditions for the first listed status are not met, then the conditions for the next listed status are evaluated. If the conditions for that status are not met, then the triggering conditions for the third status conditions are evaluated. As soon as the first match occurs, Unifier will automatically change the project status and does not perform further evaluation.

To reorder non-active project statuses

  1. Open the Auto-update Status Setup window and click the Settings tab.
  2. In the Status pane, select the status you want to move.
  3. Click the Move Up or Move Down button to reposition the selected status.
  4. Click Apply to save changes, or OK to save changes and exit the window.

See Also

Project Administration

Creating and Managing Projects

Updating Projects

Managing Member Companies

Managing Project Users and Groups

Setting Up Automatic Status Update

Setting Up Gates

Create an automatic project status update setup

Define status change query and trigger conditions (Settings tab)

Define project status update schedule (Schedule tab)

Activate or deactivate an auto-update status setup

Set permissions for automatic update of project status



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Last Published Monday, October 4, 2021