How do I add / change statuses for my Projects?


Question:

How do I add / change statuses for my Projects?

Answer:

  • To add new statuses to the Pipeline project, conduct the following:
    • Navigate to Pipeline Setup ---> Project ---> Statuses
    • The administrator can do simple add, edit, and delete of all the statuses there for the Pipeline projects.
 
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  • To update the project followers', the project owner and/or system administrator can easily change the core/main status of the project
  • The statuses are reflected in the Pipeline grid, as well as the project info tab.
  • For the sole project, the project owner and/or the system administrator can change the status for the project right within the info tab of the project:
 
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  • For all projects, the system administrator can do the above workflow and/or change the status from the Pipeline grid actions menu:

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  • The change will be reflected in both Pipeline, reports, and on the project updates / wall. 
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Comments

  • Avatar
    Roc Chen

    Instead of changing status manually, is there any method I can set up some "rules" and make the change happen automatically?

    Thank you.
    Roc

  • Avatar
    Ron

    Hi Roc,

    At this time, rules engine does not have any support for Projects. The status can only be manually changed.

    Best,
    Ron
    Brightidea Support

  • Avatar
    Roc Chen

    Thanks for prompt reply Ron.

    But there's a status "Bad", why did it show automatically? Also, I remember I asked the question before, but couldn't find it in my activities. Can I change the name "Bad"?

    Thank you.
    Roc

  • Avatar
    Ron

    Hi Roc,

    It's not possible to change that right now but we have a ticket open (the one you submitted) with our Engineering team to have it corrected for you.

    Best,
    Ron
    Brightidea Support

  • Avatar
    Roc Chen

    Gotcha. Btw, a rule engine would be quite helpful to automate the process here.

    Thank you.
    Roc

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