Managing Statuses for a Project Type

When you assign statuses to a project type, you are specifying the statuses that will be available in projects created from that type. Any statuses that were set up for the firm on the Workstream Lists > Status window can be assigned to a project type.

Use the instructions below to manage the statuses assigned to project types.

1. Do one of the following to open the Types list:

   • In Dashboard. Click Application Links, and then click Configuration > Project types under Workstream.
   • In Workstream. On the Manage ribbon, click Types.
2. Select a type in the grid and click in the button bar.
3. Click Status on the navigation panel.
4. Do any of the following as needed:
   • Add a status to the project type.
     1. Click Firm Status on the button bar.
     2. In the top grid, select the status you want to add, and then click . You can add all service codes at one time by clicking .

        Note: See Using the Firm Status Window for more information about selecting statuses.

     3. Click OK.
   • Remove a status from a project type.
     1. Select the status you want to remove.
     2. Click Remove on the button bar.
     3. Click Remove on the confirmation window.
5. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.