Create a project status

Use project status to prevent certain transactions from occurring, or for tracking projects that are In Progress or Stalled, for example.

Subscription

Projects Basic Project Tracking

General Ledger (enable the Projects dimension)
User type

Business user with Admin privileges

Project manager
Permissions

Business user with Admin privileges (all)

Project manager

Employee (view only)
When you prevent transactions for a project with a project status, the project remains active and still appears in Project lists and reports. Transactions made beforehand continue to be processed. A project assigned to this status is unavailable for selection in the affected pages.
  1. Go to Projects > Setup > Projects, and select Add (circle) next to Status.
  2. Enter a Name for the project status.
  3. Enter a brief Description of the purpose of your status.
  4. Optionally, Prevent transactions for a project by selecting the following options:
    1. Timesheet Entry: Prevent entry of timesheets for a project with this status. This includes entries for My Timesheet and Staff Timesheets.
    2. Expense Entry: Prevent entry of expense entries for My Expenses, Staff Expenses, and Expense Adjustments.
    3. Purchasing: Prevent entry of Purchase orders. This includes PO purchase invoice entry and purchase requisition entry.
      This option does not prevent recurring transactions for Purchasing.
    4. Generate Sales Invoices: Prevent a project with this status from being selected for a Generate Sales Invoices run.
  5. Select a Status option from the dropdown menu:
    • Active: This project status is active and you can apply it to a project on the Project Information page.
    • Inactive: This project status is inactive, and you won't see it in dropdown menus and is not available for selection.
  6. Select Save.
  7. Optionally, export the project status in any of the following ways:
    • Create a .PDF of this project status page to print out or save to your local drive. To do this, select Print To... and then select PDF.
    • Create an .XML file of this project status information to export to other applications. To do this, select Print To... and then select XML.

Edit or view a project status

  1. Go to Projects > Setup > Projects > Status.
  2. Locate the project status and select More actions > Edit or View at the end of the row.
  1. On the Project Status list (Projects > Setup > Projects > Status).
  2. Locate the status and select Edit or View next to the status.