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Project Progress and status field interaction in 12.1.0

Question asked by matpj on May 22, 2012
Latest reply on May 22, 2012 by another_martink
Hi all,

I am trying to understand how the project status and progress fields work together in version 12.1.0 - ultimately because we want to start using these to flag projects as on-hold

I have come across a forum post which refers to v8, and has the following:

There is logic built into Clarity that controls which values are available. This logic is based on the values in the Status field, the Progress Field, and the date fields in the Project Investment.
1. When the project is created, it is given a default status of 'Unapproved'.
2. If a project is Unapproved, the end-user can change it to 'Approved' or 'Rejected'.
3. If a project is 'Approved' and has a Progress of 'Not Started', then the status can only be changed back to 'Unapproved' or 'Rejected'.
4. If a project, without a simple budget, is 'Approved' and has a Progress of 'Started', then the status can only be changed back to 'Unapproved' or to 'Canceled'.
5. If a project is 'Cancelled' and has a Progress of 'Started', then the status can only be changed back to 'Approved' or to 'Resumed'.
6. A project, with a simple budget, can only be changed to 'On Hold' if it has a Progress of 'Started' and the current date falls between the Budgeted Cost Start date and the Budgeted Cost Finish date.



can anybody confirm if this has changed at all since v8?


Thanks in advance,
Matt

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