Project status

This task is done in Settings and maintenance and you must be an administrator. The Status field in the Project card helps categorize and track a project’s progress. These statuses are predefined in the Project - Status list, which you can manage in Settings and maintenance under Lists. Statuses can be linked to project types, specifying which statuses are available for each type. If no project guide is defined, the Status field is still visible on the project, allowing users to view and update the project’s current status.

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Add a status

1. Select Lists in the Navigator.
2. Select Project - Status from the dropdown menu. The Items tab displays all existing statuses.
3. Click Add to open the Edit list item dialog.
4. In the Name field, enter the name of the new status. (Mandatory) This name will appear in the Status field on the Project card.
5. (Optional) Add a description in the Description field to explain the status’s purpose.
6. Click Save to apply your changes or Cancel to discard them.

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Edit or delete a status

1. Follow steps 1-2 in Add a Status to access the Project - Status list.
2. To edit:
   1. Double-click the required status to open the Edit list item dialog.
   2. Update the fields as needed and click Save.
3. To delete:
   1. Select the status in the list and click Delete.
   Deleting a status removes it from all linked project types and project guides. Ensure it is not in active use before proceeding.

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Restore a deleted project status

If a project status has been deleted, you can restore it from the Project - Status list. However, restoring does not automatically reestablish any links between the restored item and related project types or guides. You must recreate these connections manually if needed. The steps are similar to restoring a deleted project type.