Capital Project Statuses |
The Capital Project Statuses screen enables you to define project statuses for capital projects. The screen has one tab, Basic Info.
The fields on this tab define the data that displays.
Capital project status ID
Identifier of the capital project status currently selected in the grid or that you are defining. Maximum field length is 20 characters. This field has a list box. This field is required.
Only inactive project statuses may be deleted.
Description
Text description of the status. Maximum field length is 60 characters. This field is optional.
Project state
Status of the project. This field has a list box and is required. The following descriptions provide general information about the intended workflows with each status.
DRAFT: Required attributes should be populated before approvals. Employees that are required to approve the project should be defined in order to drive portal approval workflow.
APPROVALS: The next user that is required to approve will see buttons for APPROVE, DENY, or NOT APPLICABLE when viewing the project. Once the project is approved, the user can move to the next status.
CANDIDATE: Project has been approved but needs to be scheduled and potentially added to a capital plan.
PLANNED: Project is now scheduled but has not started.
IN PROGRESS: Project has started.
CANCELED: Setting this status will fill in the closed date on the project.
COMPLETED: Project is complete.
Additional information regarding project state and statuses:
CANDIDATE, PLANNED, and IN PROGRESS statuses cannot have approvals in PENDING or DENIED status.
If required attributes are defined by the project type, the attributes must be entered prior to selecting APPROVALS, CANDIDATE, PLANNED and IN PROGRESS.
Going from APPROVALS to DRAFT resets all approvals to PENDING.
Setting a status with a different item state will populate the related date and time automatically.