In this article you will learn:
1. What is a project status?
When you mark a project with a project status, it provides information about the formal state the project is in.
This provides transparency and users who have access to the project are able to quickly get a general picture of the project.
The project statuses have no influence on the content status of a project and are set and maintained manually.
2. Which project statuses are existing?
PlannedDescriptionThis project status is set by default when a new project is created. It does not matter whether it was created with or without a template or whether it is a private or scenario project. If a project is not planned immediately after it is created, the project status Not set can be assigned to it. You can assign the status Planned when the project is completely planned. EffectsNone |
In progressDescriptionYou can set this status as soon as you start working on the project's tasks. EffectsNone |
DoneDescriptionThis status can be set for a completed project. EffectsSubnavigation: The project is no longer displayed under:
Filter/Search: When filtering/searching for projects, projects with this status are not included by default. If these projects are to be included when filtering/searching, this must be explicitly specified in the filter under Status -> Project status.
Lists: In lists, these projects are only displayed if the filter has been explicitly set. |
Not setDescriptionThis project status can be set if a project should not have a status at first. This can be the case, for example, after a project has been newly created, but planning is to be started at a later date, or when planning is to be adjusted if a project has been created according to a template. This status can also be set if you do not want to set a status for a project in principle EffectsNone |
On holdDescriptionThis project status can be set when work on a project must be interrupted. This project status can be used, for example, if work on the project cannot be continued due to external conditions (e.g. delivery bottlenecks). EffectsNone |
CanceledDescriptionThis project status can be set if a project has been canceled. EffectsSubnavigation: The project is no longer displayed under:
Filter/Search: When filtering/searching for projects, projects with this status are not taken into account. If these projects are to be included in the filter/search, this must be explicitly specified in the filter under Status -> Project status.
Lists: In lists, these projects are only displayed if the filter has been explicitly set.
Resource capacities: A project with this status is excluded from resource capacities. |
3. Where and how do I set a project status?
You set the project status in the header of a project.
Open the selection list and select the desired project status.
Often questions about "How can I create and use my templates?" come along with questions about: