- Go to the Company Workspace tab and switch to Admin mode.
- Click Access Control in the left Navigator.
- On the right pane, select Administration Mode Access > Company Workspace > Auto-update Status Setup. The permissions are:
- Create: Allows the creation of new auto-update status setups, edit existing auto-update status setups and activate or deactivate auto-update status setups.
- Modify: Allows the edit existing auto-update status setups and activate or deactivate auto-update status setups. This permission excludes the ability to create a new auto-update status setup.
- View: Allows viewing of existing auto-update status setups.
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
Choose the order of non-active statuses (Settings tab)
Define status change query and trigger conditions (Settings tab)
Define project status update schedule (Schedule tab)
Activate or deactivate an auto-update status setup