You can access the Project Status setting in the Control Panel to add and manage the list of statuses for projects.
Project status allows you to designate the level of completion of a project.
To access the Project Status setting, click the following icon.
This will open the following form.
SI has four preset states for project statuses: Open, Won, Completed, and Lost. All new statuses you add should be mapped to one of the preset states.
Add and Manage Project Statuses
To add a new schedule status:
1/ Click New.
2/ In the new row for the status, do the following:
a/ Add a name for the status and map it to one of the preset states.
For example, add a new status, "Proposal in Process," and set it to the preset status "Open."
b/ For every status mapped to the preset status Open, set a probability percentage to estimate the likelihood of winning the project.
The probability percentage of status mapped to the preset state Lost will be 0%, and those mapped to states Won and Completed will be 100%.
The state and probability percentages are used when building Business Analytics for projects.
For example, the opportunities (Profit) Business Analytic filters to projects set to a status with the state set to "Open" and uses the Projected Profit field, which is the profit calculation for the project multiplied by the probability percentage for the status.
3/ To reorder the statuses, use the Move Up button and the Move Down button.
4/ Click Save.
Project Status in Projects
In the Project Explorer, there is a Status column that you can filter by the various project statuses.
You can update the Status field of a project by editing the Project Information.