Multiple setups can be defined at the company level and then used to configure individual projects.
To create a new project status update setup
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Workspace > Auto-update Status Setup in the left Navigator. The Auto-Update Status Setup log opens.
- Click New. The Auto-update Status Setup window opens. There are three tabs: General, Settings, Schedule.
- In the General tab, enter a Setup Name, which displays in the log, and an optional Description.
- 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).
- In the Schedule tab, you can schedule the shell status update. See Define project status update schedule (Schedule tab).
- 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.