Status - projects and stages

Include extra status options for use on projects and stages. Additional status options can be added to any of the status type groupings. Add a custom status by:

1. Go to: Settings > Project lists > Status.
2. Click the Add button in the top right corner.
3. Type the 'name' for the status to be shown in drop down lists and reports. e.g. bid withdrawn.
4. Select the status type group that the custom status will be linked to. e.g. link bid withdrawn to the 'unsuccessful' status group.
5. Enter the likelihood percentage (for proposal status type options only) to reflect the percentage chance of winning this work. This will be used in the project weighted forecast reports to adjust the forecast fee values.
6. Save and close.

Change an existing custom status to be inactive to stop it being shown as an option on the change project status page. Marking a status as inactive will not remove the status from existing projects or stages, it will simply stop it from being available for future use. Mark a custom status as inactive by:

1. Go to: Settings > Project lists > Status.
2. Click the row action button  and select 'edit'.
3. Uncheck the active box.
4. Save and close.
5. The list is refreshed and the inactive row is shown with a strike-out style applied.

Change the name of any of the custom status options. This updates the status name in all the linked projects or project stages. It is not possible to change the name of the default status types, these items are shown as locked in the list. Edit the name of a custom status by:

1. Go to: Settings > Project Lists > Status.
2. Click on the row you want to update, or click the row action button  and select 'edit'.
3. Type a new 'name' for the status.
4. Enter the likelihood percentage (for proposal status type options only) to reflect the percentage chance of winning this work. This will be used in the project weighted forecast reports to adjust the forecast fee values.
5. Save and close.

Search

When a large number of items exist use the search or filter options to limit the number of rows shown in the list.

Search by clicking the search button  and typing the keyword into the search box. To return to seeing all items in the list click the clearbutton in the search bar.

Filter

Filter the list by selecting the search button . See the available filters by clicking the word 'active'. Select a filter from the drop down list and click the search button to apply the filter. The filter options are:

• Active - the default list filter that shows the items that can be used (seen in drop down lists).
• Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
• All - see both active and inactive items in the list.

Sample custom project status items are created for each new organization. This sample data is added to show what custom status options might be required for your organization. Make 'inactive' any of the project status options that are not required, if they are not marked as locked.

1. Name: The description of the status option. The name can be amended for custom status rows, but default status rows are shown as locked and the name cannot be amended. Try to make the name meaningful to explain the reason for the custom status, as this is shown to staff when working in projects, and can be added to reports.
2. Type: The category or types are proposal, active, pending invoice, complete, unsuccessful, and on hold. Custom statuses can be created for any of the status types. The type for cannot be changed on any custom status after saving the new item.
3. Likelihood %: This shows the percentage chance of winning the proposal type work. This is used by the project forecast, and weighted forecast reports to adjust the forecast fee values in the weighted forecast report. Learn more about forecasting.
4. Active: The status is active when this column is checked, and is available for use for projects and stages. Make a status inactive (uncheck the active box) to stop future use of the item by removing it from lists. Marking a status as inactive will not remove the status from existing projects or stages.
5. Locked  The rows with the locked symbol  are the system defaults and they cannot be edited. All rows without the locked symbol are custom status options and the name can be changed using the 'edit' option found using the row action button .