Kavi® Status Tracker Help

Chapter 43. Edit a Project State

Overview

The Edit a Project State tool is used to edit a Project State's name or the order in which it is displayed. Edits made through this tool go into effect immediately and apply to every Project Type that uses this Project State.

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 Edit a Project State to:

Edit a Project State's name or the order in which it appears in the global list of Project States.

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How to Edit a Project State

Make your edits, then click the Save button to save your changes.

Edit

You may edit Project State name or the order in which it appears in the global Project States list.

Name

The name of the Project State.

Order

The pull-down list shows the order in which this Project State appears in the global Project States list. It will appear in the same relative order when a Project States list is displayed in Project Types that use this Project State. For more information, see the Concepts document Managing Project States.

To edit the order, select 'Top', 'Bottom' or the Project State that you want to proceed your Project State in the global list. For example, if you are editing a Project State named 'In Development' and you want it to follow a Project State named 'Proposal', you would select 'Proposal' in the pull-down list.

Done

You've just edited this Project State!

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