Activate or Deactivate an Auto-update Status Setup

You must activate a setup in order to be able to apply it to a project.

Note: You must deactivate a setup to be able to modify it.

To activate or deactivate a project status update setup

  1. To activate or deactivate a new setup to use in projects, go to the Company Workspace tab and switch to Admin mode.
  2. Click Company Workspace > Auto-update Status Setup. The Auto-Update Status Setup log opens.
  3. Select a setup in the log.
  4. Click the Status button. You can choose Active or Inactive.

See Also

Project Administration

Creating and Managing Projects

Updating Projects

Managing Member Companies

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)

Define Project Status Update Schedule (Schedule Tab)

Set Permissions for Automatic Update of Project Status


Last Published Saturday, July 13, 2024