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Status Attribute on the Project Object

  • 1.  Status Attribute on the Project Object

    Posted 02-17-2010 02:08 AM
    The status attribute on the project object utilizes the Lookup Investment Object State which has  9 values all of which are active and system restricted so you cannot deactivate any of them. When on the application side in projects with the status field set as a pull down it only displays three values approved, cancelled and unapproved, I need to make the status of On Hold available. I performed some small test to see if I could change it so that On-hold would display but there are no options to do that on either the attribute itself in the project object or the view section, fields option. As the lookup is system restricted you can't do anything their either.When I switched the field type to a browse however and went back to the admin side all the values appeared which seems strange, is there some logic behind this lookup when it is the field settings is a pull down?  Any suggestions welcome on how to resolve this as I would prefer to leave it as a pulldown vs browse field.

  • 2.  Re: Status Attribute on the Project Object

    Posted 02-17-2010 04:07 AM
      |   view attached
    Attached is an article I downloaded from the CA Support site some time ago. It explains the rules for changing project status. Hope this helps.

  • 3.  Re: Status Attribute on the Project Object

    Posted 02-17-2010 04:10 AM
    For some reason I cannot open your attachement?

  • 4.  Re: Status Attribute on the Project Object

    Broadcom Employee
    Posted 01-08-2019 12:46 PM

  • 5.  Re: Status Attribute on the Project Object

    Posted 02-17-2010 04:15 AM
    Here's a copy & paste of the doc:    Knowledge Base Components: CLARITY APPLICATION ADMIN: 8.0 CLARITY APPLICATION ADMIN: 7.5.0 CLARITY APPLICATION ADMIN: 7.5.1 Document ID: TEC439273 Technical DocumentTitle: Project Status lookup not showing all active values (Niku KB ID: 7749) Applies To: Clarity 7.x, 8.x   Symptom: Managers report that on some projects they have 2 options in the project status field but on other projects they have more than 3 different options.Clarity studio shows that the project object has the seeded status attribute which uses the 'Investment Object State' lookup. This lookup has some values which are only available on edit mode of the project view. Does the status field have a dependency with another attribute to define the available options?   Resolution: The Project Status field uses the system-restricted lookup 'Investment Object State'. The 'Investment Object State' Lookup has six values defined: 'Approved', 'Cancelled', 'On Hold', 'Rejected', 'Resumed', 'Unapproved'.   In Clarity 8.x, the 'Investment Object State' lookup has 3 additional lookup values defined: 'Converted', 'Incomplete', and 'Submitted for Approval'. These lookup values are used for the Idea Object and only appear on Idea instance records.   There is logic built into Clarity that controls which values are available. This logic is based on the values in the Status field, the Progress Field, and the date fields in the Project Investment. 1. When the project is created, it is given a default status of 'Unapproved'. 2. If a project is Unapproved, the end-user can change it to 'Approved' or 'Rejected'. 3. If a project is 'Approved' and has a Progress of 'Not Started', then the status can only be changed back to 'Unapproved' or 'Rejected'. 4. If a project, without a simple budget, is 'Approved' and has a Progress of 'Started', then the status can only be changed back to 'Unapproved' or to 'Canceled'. 5. If a project is 'Cancelled' and has a Progress of 'Started', then the status can only be changed back to 'Approved' or to 'Resumed'. 6. A project, with a simple budget, can only be changed to 'On Hold' if it has a Progress of 'Started' and the current date falls between the Budgeted Cost Start date and the Budgeted Cost Finish date.   Note: In Clarity Studio, the administrator has the ability to define an 'Override Default' value for this attribute. Although this is possible, the 'Override Default' value will not be used for this attribute because this attribute employs the use of application rules to display selected lookup values based on other project conditions.   Also, Be mindful of these rules when developing BPM Process definitions that attempt to update the Project Status or Idea Status attribute. If you attempt to set the Project Status attribute that violates the built-in logic your process step will generate an error.   More Information: Reference Knowledgebase Article #6871 - Static lookup (system restricted) not showing all values Reference Knowledgebase Article #8237 - Planning 'On Hold' and 'Resume' Date attributes don't show on the simple budget page. Why?   Keywords ======== Idea Status lookup, Project Status lookup, Investment Object State Lookup, system-restricted lookup, on-hold, bpm process definition INV-0007 Please enter a valid status code

  • 6.  RE: Status Attribute on the Project Object

    Posted 07-08-2019 02:05 PM

    Basically, to enable "On Hold" in pick list:
    - Set Status to Approved
    - Set Progress to Started
    - Current Date must be within project's Budgeted Start/Finish

    If not using cost plans, budgets, check the "Set Plan Cost Dates" box on the Schedule sub-page, and the project Start/Finish dates will be used to sync the Planned Cost Start/Finish dates automatically on the Budget sub-page.

    Clarity is expecting one to follow a process:  Create the project, set dates, approve the project, start the project.  Then, if something changes, put it on hold.  If you run such a process and document this in Clarity, the "On Hold" shows up just fine.

    Today, I walked into this topic from two sources - this forum and our team in Shanghai.

    Dale Stockman
    Tech Specialist-Project Systems

  • 7.  RE: Status Attribute on the Project Object

    Posted 10-30-2019 03:56 PM
    I have a problem that I can't return a project that was canceled by mistake and, according to recommendations, I read the documents, but I didn't get any technical information I could set up.
    You would have some more information to give me about how to proceed in this case.