Status Transition Rules can automatically change a project's status based on certain conditions.
Here's how to enter a rule:
- Navigate to Customizations under Admin on the black ribbon on the left.
- Locate Status Transition Rules and click on add a project status transition rule.
Complete the form:
Choose the current project status from the dropdown list. Then select the condition:
1. Days Passed - enter the number of days to pass from the start of the project.
2. All Tasks Completed - all the tasks are completed for this project.
3. All Client Actions Complete - the client has completed all their actionable items in their portal
4. Delivery Package Complete - the client has marked the Delivery Package as Complete in their portal