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.
See Also
Creating and Managing Projects
Managing Project Users and Groups
Setting up Automatic Status Update
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
Set Permissions for Automatic Update of Project Status
Last Published Friday, February 2, 2024