Project status values group projects by their current stage.

This screen allows you to create new or modify existing Project Status. Project Status provides a way to group projects into status types (i.e. Pending Contract, Initiated, In Progress, Completed, etc.), for reporting purposes.

Project Status List #

Count

count

Options and field descriptions #

List Order – Specify the order in which to display Project Status items in a drop-down list. A smaller number entered here (1 being the smallest) will display the item at the top of the drop-down list while a larger number (999 being the largest) will display the item at the bottom of the drop-down list.

Name – A name for the Project Status.

Accounting ID – This optional field simplifies the exporting of data to an accounting package. When supplied, the Accounting ID acts as a code or cross-reference to related data located within an external accounting package.

Use this as the default project status – Specifies whether or not the selected Project Status will be the default Project Status for new projects. Only one Project Status can be the default for data entry.

Creating a Project Status #

1. Browse to Admin, select Projects, and then select Project Status.
2. Select New to create a new project status or select an existing project status from the list.
3. Provide an list order for determining the sort order in drop-down lists.
4. Provide a unique name for the project status.
5. Provide any additional data in the remaining optional fields.
6. Select Save.

Active and archived records #

MindSalt uses Active and Archived. Archived records stay in your account but do not appear in active lists. To archive a record, open its three-dot menu and select Archive. When a record can be copied, Copy is in the same menu.