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Settings

Setting up Project Statuses

This topic explains how to create project statuses. For information on suggested project statuses, see Capital and Operational Project Management.
A project status is a set of user-defined values that is used to track the progress of your projects in APM. Project statuses are used in pick lists when working with projects and displayed in project banners and in tables. Each status is tied to a set of project controls that determine what actions you can take with a project having this status.

Setting up Project Statuses

1.
From the Site window, select the Work Management view and the Settings tab. Select the Projects tab and the Project management settings node in the tree.
Tip: You can also work with project settings in the Strategy Development, Reliability Program, or Performance Management views. Select the Settings tab and then the Projects tab.
2.
Select the Project Statuses tab.
3.
For each of the project statuses you wish to add, click New. The Project Status dialog appears:
4.
Provide a descriptive name for the status.
5.
To change the icon for this status, click Change Icon, select a different graphic, and click OK.
6.
On the Options tab, select the options for this status.
Setting Name
Description
Include projects with this status in open project lists
If this option is selected, projects with this status appear in lists of open projects.
This status be set manually
If this option is not selected, you can only use this status if you include it in an event setting. For example, if you link the status “Sent for Approval” to the event “the project is sent for approval”, the status is automatically changed to “Sent for Approval”.
Cancel any open work order tasks
If this option is selected, all open work order tasks charged to a project given this project status will be canceled and given the cancellation reason chosen in the Cancellation Reason box. The cancellation will occur whether the status is set manually or through an automatic event.
Note: You should create at least one project status called “Project canceled” or similar. This will allow you to cancel related work order tasks at the same time.
Reason for canceling the tasks
The reason that will be used when work order tasks are canceled by this project status. The reason for canceling will be displayed in tables and reports. An example of a cancellation reason is “Project Canceled”.
Tip: The list of cancellation reasons is created in the Work Management view, Settings tab, Work Orders tab, Cancel Reasons tab.
Cancel open analysis requests
If this option is selected, all open analysis requests for a project with this status will be canceled.
7.
Select the Activities tab.
8.
Select the activities allowed for this status:
Setting Name
Description
Project definition
When this option is selected, changes can be made to the properties or definition of a project with this status.
Sub-projects
If this option is selected, sub-projects can be added to or removed from a project with this status.
Project sent for approval
If this option is selected, projects with this status can be sent for approval.
Analysis requests
If this option is selected, requests for analyses can be processed. This activity applies to projects created to track requests for strategy development or reliability strategy selection analyses.
Work order tasks planned
If this option is selected, work order tasks can be planned and charged to projects with this status.
Purchase orders
If this option is selected, purchase orders can be created from work orders charged to projects with this status.
Note: This option is only applicable when the EAM application module is enabled for the site.
Work orders scheduled
When this option is selected, work orders charged to projects with this status can be added to a schedule.
Note: This option is only applicable when the EAM application module is enabled for the site.
Resource transactions posted
When this option is selected, transactions charged to projects with this status can be posted.
Note: This option is only applicable when the EAM application module is enabled for the site.
9.
Click OK to save the new status.