Modify Status dialog box

2 minutes
1 year ago

Modify Status dialog box

Use this dialog box to set the project’s status from the drop-down list: Active, OpportunityOpportunity is a project that business development is pursuing. The firm is doing work, creating files, filing email, etc. related to the proposal. Employees are billing hours. But the firm does not have a contract with the client., or Archive.

  • Select Archive to close the project, archive it, and make it read-only. The icon represents archived projects.

  • Select Opportunity for a project that has not begun from a contractual stand point. It may be used by marketing and sales people that create design proposals, collect requirements, write up specifications, create drawings, file email messages, deal with action items, etc. If the contract is awarded, the type would change from Opportunity to Active. The icon represents opportunity projects.

  • Select Active if the project is open and being used. The icon represents active projects.

 

To access this dialog box

Select one or more projects and click Change Settings > Project Information > Status from the Tasks panel of the Project Center Administration activity center Projects tab.