Project Set Statuses

The following table describes project set statuses and the changes you can make to a project set in each status.

Note: You can delete a project set regardless of its status, as long as it’s not being used.

Status	Action
Editing	The initial status when setting up a project set. After saving a project set in this status, you can modify any of its details except for the project set name. You can change the status of a project set from Active to Editing. However, if the project set is associated with a joint venture definition or an ownership definition assignment rule, you'll be prevented from changing any values that impact the processing of those items.
Active	You must change the status of a project set to Active before you can assign it to a joint venture definition or an ownership definition assignment rule. You can't delete a project set that's in Active status and is being used by a joint venture definition or an ownership definition assignment rule.
Inactive	Change the project set to this status when you no longer need to use it to identify transactions. Before you change the status to Inactive, make sure that it’s not being used by an active joint venture definition or an ownership definition assignment rule.

Status

Action

Editing

The initial status when setting up a project set. After saving a project set in this status, you can modify any of its details except for the project set name.

You can change the status of a project set from Active to Editing. However, if the project set is associated with a joint venture definition or an ownership definition assignment rule, you'll be prevented from changing any values that impact the processing of those items.

Active

You must change the status of a project set to Active before you can assign it to a joint venture definition or an ownership definition assignment rule.

You can't delete a project set that's in Active status and is being used by a joint venture definition or an ownership definition assignment rule.

Inactive

Change the project set to this status when you no longer need to use it to identify transactions. Before you change the status to Inactive, make sure that it’s not being used by an active joint venture definition or an ownership definition assignment rule.