Project, phase and sub-phase status code
| DMF |
060612 PROJECT SETUP PROJECTS' STATUS CODES 060613 PROJECT SETUP PHASES' STATUS CODES 060614 PROJECT SETUP SUB-PHASES' STATUS CODES |
The project, phase and sub-phase status codes allows the identification of the project status (pre-sales, pending signature, in production, in test phase, ended...).
This setup is available from Tools > Setup > General setup > Project > Project status code, Phase status code and Sub-phase status code.
At the top left of the screen, specify the following fields:
| Field | Description |
|---|---|
| Status code |
Specify a status code for the project, phase or sub-phase. |
| Default state code | Check this box so this status code becomes the status code applied by default when creating a project, phase or sub-phase. |
| Label | Specify a label for the status code. |
| Accreditation level |
If needed, specify an accreditation level so only the employees with the required accreditation level or a lower accreditation level can use this status code. Accreditation levels are set up from Tools > Setup > Help Desk setup > Other parameters > Miscellaneous - Accreditation levels. |
| Previous status codes | Specify the previous status codes. |
| Project type |
Select the project type for the status code. All: The status code can be applied to all type of project (internal or external); Internal: The status code can be applied only to the internal projects; External: The status code can be applied only to the external projects. |
At the bottom left of the screen, select a phase to apply to the project, phase or sub-phase code:
| Field | Description |
|---|---|
| Commercial phase | Matches an ongoing project, phase or sub-phase. |
| Production phase | Matches an ongoing project, phase or sub-phase. |
| Lost project |
Matches a project, a phase or a sub-phase. For the project status code, the following options are available: Close project automatically: check this box so the projects with this status code are automatically closed by Akuiteo. Select as default state after closing a project: check this box to apply this status code to lost projects. |
| Do not allow project duplication |
If the Do not allow projects duplication box is checked (Management > Projects then Main information tab > Project section), the this box will be automatically checked:
Note The Do not duplicate checkbox on a project is available only if a year is specified for the project. |
| Completed / Not Closed | Indicates that the project, phase or sub-phase is no longer available. |
| Completed / Closed |
Indicates that the project, phase or sub-phase is no longer available and can no longer be modified. For the project status code, the following options are available: Close project automatically: check this box so the projects with this status code are automatically closed by Akuiteo. Select as default state after closing a project: check this box to apply this status code to closed projects. |
At the right of the setup screen, select the management objects that can be created and the authorized actions when this status code is applied to a project, phase or sub-phase. The management objects and actions available are different between the projects, phases and sub-phases.
