Managing Project Workstep Statuses

The Status section sets the project status when a workstep is marked complete. Relationships between the statuses of worksteps and linked objects can be defined. These definitions determine how the completion of worksteps or linked objects affects the status of the project.

To manage workstep statuses, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Projects under Workstream.
2. Open a workstep view that contains the worksteps you want to work with.
3. Select one or more worksteps in the grid, and then click Open in the Edit group on the Home tab or right-click and select Open from the menu.
4. Click the Status tab.
5. Edit the status and linked object triggers.

Component	Description
When this workstep is complete, set project status to	Initially displays the value set in the template or No Selection. Click the link to change the value. This value cannot duplicate the completion status of another workstep.
Linked work object	Click Linked work object to select a linked work object.
When status of the {linked work object} is set to {selection}, then mark this workstep complete.	Indicate whether the status of a linked work object completes this workstep. Click linked work object to select any work object linked to the project. Then, click selection to select any valid status set up at the firm for that type of linked work object.
When workstep is marked complete, set the status of the {linked work object} to {selection}.	Indicate whether the completion of this workstep affects the status of a linked work object. Click linked work object to select any work object linked to the project. Then, click selection to select any valid status set up at the firm for that type of linked work object.

6. Click OK.