Project statuses are used to track the progress of a project. You can design your own project statuses, for example:
- Not started
- Evaluation phase
- In progress
- Sign off due
- Closed
You can use the project settings to define a default status for new and closed projects.
Creating a Project Status
- Go to Setup > Projects > Project statuses.
- Click Add a new Project Status.
- Enter a name for the status.
- Select a colour.
- Click Save Status.
- The status is added to the list, use the arrows on the left to click and hold then drag the statuses into the preferred order.
Your status is now ready to use. The statuses will be displayed in drop-down menus in the order that they appear in the setup screen.
