Managing Workstep Statuses in a Project Template

The Status section is where you can select the status that should be assigned to a project when a workstep is marked complete. To manage workstep statuses, do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Click Worksteps on the navigation panel. The window displays a grid listing the worksteps in the project template.

   Note: If the Worksteps option does not display on the navigation panel, then no worksteps have been set up for the template.

4. Select the workstep you want to edit.
5. If the workstep detail tabs do not display at the bottom of the window, click Show Details to display them at the bottom of the window.
6. Click the Status tab.
7. Click the blue link to open the Select status window.
8. Select the project status that should be applied when this workstep is completed.

   Note: You cannot select the same status that is used for completion of another workstep.

9. Click OK.
10. 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.