Kavi® Status Tracker Help

Chapter 42. Add a Project State
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Chapter 42. Add a Project State

Table of Contents

Overview
How to Add a Project State
Related Topics

Overview

The Add a Project State tool is used to create a new Project State for the organization.

Project States are an ordered series of states that are assigned to a project sequentially as the project passes from one phase to another or crosses significant thresholds during its lifecycle (e.g., 'Proposal', 'In Development', 'At Ballot', etc.). For more information, see the Concepts document Managing Project States.

Use Add a Project State to:

Add a new Project State.

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How to Add a Project State

Enter information about this Project State, then click the Add button to save your new Project State.

Add

Provide a name for this Project State and set the order in which it will appear in the global list of Project States.

Name

The name of your new Project State.

Order

Use the pull-down list in the Order field to view other Project States and set the order in which your new Project State will appear in the global list of Project States.

Done

You've just added a new Project State and it is now available in the global list of Project States! You may associate this with the appropriate Project Types by editing these Project Types. Once the new Project State is associate with a Project Type it becomes instantly available in all projects based on this Project Type.

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Related Topics

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Chapter 41. Project States  Home  Chapter 43. Edit a Project State