Configuring project statuses
Statuses identify the classification of projects based on shared qualities or characteristics. You can configure the names of the statuses to suit your organization's needs, and the statuses are used in all projects.
How it works
Statuses provide a method of classifying projects for workflow management and reporting purposes. Each project can have one status.
There are four default project statuses that can be configured:
Status | Suggested usage |
---|---|
Draft | projects that are in the preliminary planning stages |
Proposed | projects that are under consideration for execution |
Active | projects that are currently in progress |
Completed | projects that are finished |
Statuses vs states
Statuses allow you to group projects, according to your organization's workflow. When you create a new project, the default status of the project is set as active. If you create a new project when you define an assurance plan, the default value is set as proposed.
States are a system classification in Projects, which include the following:
- Active projects that are currently in progress
- Archived projects that have been moved to Project Library
- Deleted previously deleted projects that are stored in the Project Library for 30 days, and then permanently deleted automatically after 30 days
- Framework a structured set of information that you can use to build projects
Statuses can only be specified for projects in an active state.
Reporting on project status
Using the Reports app, you can include the Project Status field in your reports. The Project Status field contains the state and / or configurable status values associated with projects.
Example
Classifying projects according to status
Scenario
You want to classify different projects according to your organization’s workflow, and easily filter and report on projects based on their status.
Process
You configure the following statuses and apply them to the relevant projects:
Statuses | Project names |
---|---|
Draft |
|
Planned |
|
In Progress |
|
Completed |
|
Result
The projects are organized by status, and you are able to filter and report on projects by their status.
Permissions
Only Project Admins can configure project statuses. Professional Managers and Project Creators can change the status of a project. All other users can only view the status associated with a project.
Configure project statuses
-
From the Launchpad home page (www.highbond.com), select the Projects app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.
The Projects home page opens.
- Under System administration, click Settings.
- Under Project Statuses, update the labels of each status, as needed.
The maximum character limit for each field is 60.
NoteYou can only configure a maximum of four status values.
Result The project statuses can be used to classify all projects in the Diligent One instance.
Change the status of a project
Navigate to any of the following areas to change the status of a project:
Area | Detailed information |
---|---|
Begin a new project form | Creating projects |
Rollforward form | Rollforward projects |
Project Details side panel (located on the Projects home page) | Navigating the Projects app |
Project dashboard | Navigating the Projects app |
Project Settings page | Projects app settings |
Scheduler | Scheduling projects |