Can you set custom project statuses per portfolio? | Community
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SarahMe2
Level 2
June 25, 2020
Question

Can you set custom project statuses per portfolio?

  • June 25, 2020
  • 1 reply
  • 490 views

We use Portfolios to indicate different "sections" of the company - each of which have their own terminology for when something is in Planning, Open, or Closed. I know I'm able to set custom statuses for groups, but some users span multiple groups. I'm wondering if there is a way to set custom project statuses for users to see when they're on projects of a specific portfolio.

Thanks in advance!!

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    1 reply

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity Advisor
    Community Advisor
    June 26, 2020

    If the users in each portfolio is part of a Group, you can create statuses by Group. When you go into Setup > Statuses... on the top right where it says System Statuses, you can select any of your Groups there and set the statuses for those groups.

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