Setting Up Project Status Activity Rules

Access the Object Management Setup form.

1. In Object Management Setup, click the Activity Rules button.

2. Click Find.

   All available From project statuses appear.

3. Click the From Project Status for which you want to set up one or more To project statuses.

4. Click Select.

   Project Status Activity Rules lists all valid To project statuses for the From project status you chose.

   The current project status appears in the From Project Status field.

5. Scroll to the blank row at the bottom of the list and complete these fields:

   • Active

     This field can be used to allow only specific users or only users who are members of a specified group to perform a status change. To make the rule available to everyone, enter *PUBLIC in this field.

   • User/Role

     You can perform all project status activity rules that apply to your user ID, group, and the *Public role.

   • To Project Status

   • From SAR Status

     Complete for projects with SARs and only if you have SAR integration turned on. If SAR integration is disabled, these columns are disabled.

   • To SAR Status

     Complete for projects with SARs and only if you have SAR integration turned on. If SAR integration is disabled, this column is disabled.

     A blank row appears below the row you completed.

6. Repeat step 5 to set up or modify other To project status entries for this particular From Project Status.

7. Click OK when you are done.

8. Select the next From Project Status and repeat steps 5 through 7 to set up project activity rules for each remaining From Project Status.

9. When all project activity rules are complete, click OK to return to the Work with Object Management Activity Rules form.

10. Click Close.