Define Project Status Update Schedule (Schedule Tab)
You can define a schedule to check the conditions for the automatic update in the Auto-update Status Setup window, Schedule tab.
The maximum frequency that Unifier will verify whether triggering conditions are met is daily. If you have a need for greater frequency of verification, you must monitor the project with the project manager and then change the project status manually as needed. For example, if the triggering condition verification is performed in the morning, and the project funds are being spent during the course of the day, the project could exceed its budget before the condition verification occurs the next morning, and the project status is automatically changed.
In this field: | Do this: |
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Enable Scheduled Runs | Select this checkbox to enable scheduled evaluating of the automatic update status. Deselecting this checkbox will disable the scheduler, and any scheduled future runs will be canceled immediately. The scheduled evaluation is disabled for the last status in the list, provided all conditions are met, and the Enable Scheduled Runs checkbox is automatically deselected. |
Frequency | Choose Frequency of the Scheduled Runs (Daily, weekly, monthly, quarterly, yearly) |
Range of Recurrence | You can specify a date on which the Scheduled Runs will end, or no end date. |
See Also
Creating and Managing Projects
Managing Project Users and Groups
Setting up Automatic Status Update
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)
Activate or Deactivate an Auto-update Status Setup
Set Permissions for Automatic Update of Project Status
Last Published Friday, February 2, 2024