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Provide a way to change project status, or just planning and back from tasks view

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Level 9

3/11/17

Currently you have to either edit a project settings, or click into the updates tab to change the status of a project. We have a standard procedure to always roll a project into planning prior to editing tasks. This is to prevent unwanted e-mails and late reminders from being sent if a predecessor relationship is temporarily broken. To that end, it would be great if admins or program managers were to have the ability to quickly change the project status from the tasks tab. This could either be accomplished by making the status indicator in the project header clickable, or by providing a dedicated button that would auto switch to planning mode. Even cooler would be if clicking this button put the project into planning mode only until the user navigated away from the page where it would then reset to the original state.

3 Comments

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Level 5

3/13/17

We too use the Planning status for this purpose as our Business Analysts do a "hand-off" to the PM as the final task in our Scoping phase.

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Level 10

3/13/17

This would be a big time saver, as we have the same issue. In addition, we'd like the message that displays to the assigned team members that maintenance is occurring. Currently, if you change the Project Status to Planning to do maintenance, the assigned resource sees a message on the My Work view that they are no longer assigned to the Task and they have a button available to remove it from their My Work. This is not so good. We've also asked that this be addressed.

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Level 1

1/6/18

Have any of you come across any ideas that would use the milestone path to auto-update the project status? Once the "planning" task is complete (or associated milestone) then the status of the project would move to "current". I'm posting this question across a variety of idea submissions. So I'm wondering if someone else has asked for this.

Thanks,

Connie