Kavi® Status Tracker Help

Chapter 41. Project States

Overview

The Project States tool is used to view and manage the organization's Project States. This is a global list of all available Project States. When configuring a Project Type, the Super Admin selects which of these Project States will be available in projects based on this Project Type.

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 the Project States page to:

  • View existing Project States.

  • Change the order of the Project States.

  • Edit or delete existing Project States or add a new one.

Back to top

How to Use the Project States Page

Options

Add a State

Click this button if you want to Add a Project State.

Move

This column displays arrows that are used to set the Project States in the order in which they are displayed when adding or editing projects. This list includes all of the organization's Project States for all its Project Types, so changes in the order of Project States affect all Project Types that use these states.

Edit

Click the Edit to see more information about a Project State and edit it if desired. If you edit a Project State, any changes that you make will affect all Project Types and Projects that currently use this Project State.

Delete

Click the Delete link to permanently remove a Project State. If you delete a Project State, this Project State will be removed from all Project Types and Projects that currently use this Project State. This won't affect records that are already in the database.

Back to top