Difference between revisions of "Module Settings/Projects"

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Setting up Project Status-Commence On-Demand allows you to customize project status, for example, (open or closed)that can be selected during the recording of project information.  Use the following steps to customize the status field:
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Commence On Demand allows you to customize the project status (open, closed, or pending for example) that can be selected during the recording of project information.  Use the following steps to customize the status field:
  
1.   From the   Tab,  select Administration.
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1. Select '''Administration''' from the '''Quick Links''' section.
  
2.   Then select Module Settings from the administration listing.
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2. Select '''Module Settings''' from the '''Administrator''' section.
  
3.   Select Projects from the Module Settings Listing.
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3. Select '''Projects'''. ''The Projects Module Settings screen displays.''
  
4. Select Status  
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4. Select '''Status'''.
  
5.  To Add a project status, enter the project status name in the new value field and click the Add Value button.
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* To add a project status, enter the project status name in the '''New Value''' field and click the '''Add Value''' button.
 
   
 
   
1. To Edit a project status, highlight  the project status name from the listing by clicking on it,  enter the modifications and select the Edit Value button.
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* To edit a project status, select the project status name from the listing and modify the name in the '''New Value''' field. Click the '''Edit Value''' button.
  
2. To Remove a project status, select the project status name from the listing and select the Remove button.
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* To remove a project status, select the project status name from the listing and click the '''Remove''' button.
  
3. Select Save button to save the project status and modify others or Save & Close if you have completed your entries.
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5. Click the '''Save''' button to save the project status and modify others.
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6. Click '''Save & Close''' when you have completed your entries.
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Return to [[Module_Settings#Projects_Module_Settings|Module Settings]]

Latest revision as of 21:49, 7 June 2013

Commence On Demand allows you to customize the project status (open, closed, or pending for example) that can be selected during the recording of project information. Use the following steps to customize the status field:

1. Select Administration from the Quick Links section.

2. Select Module Settings from the Administrator section.

3. Select Projects. The Projects Module Settings screen displays.

4. Select Status.

  • To add a project status, enter the project status name in the New Value field and click the Add Value button.
  • To edit a project status, select the project status name from the listing and modify the name in the New Value field. Click the Edit Value button.
  • To remove a project status, select the project status name from the listing and click the Remove button.

5. Click the Save button to save the project status and modify others.

6. Click Save & Close when you have completed your entries.

Return to Module Settings