Create an Automatic Project Status Update Setup

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.