Forecast Pro TRAC only
The Status tab is where you can manage project statuses. By default, each project includes predefined statuses, as shown above.
Two statuses cannot be edited or removed:
[Not Viewed]: The Default status. If a status is reset, it will be reassigned to this status.[Viewed]: A System status that is automatically applied when you select an item with the status[Not Viewed].
All other statuses which have a type of Defined can be edited or removed.
The tab includes four buttons at the top:
- Add: Create a new status.
- Edit: Modify an existing status.
- Reset: Reset the selected status to the default
[Not Viewed]status. - Remove: Delete an existing status. Note that deleting a status automatically resets all items assigned to it back to
[Not Viewed].
Each status includes the following attributes:
- Name: Specifies the name of the status.
- Type: Differentiates system-defined statuses from ones that can be edited by a user.
- Permanent: A checkbox to determine if the status resets when a new history period is loaded.
- Color: A dropdown to select the color associated with the status.
- Count: Displays the number of items assigned to the status.
By managing these attributes, you can customize statuses to suit your project’s needs.