Project Status 2nd Level
Sandeep Panesar
Most customer have seen and are using project statuses, but they can't seem to have enough it. In SI projects, the statuses are coming up new everyday.
Would it be a good idea to have two-levels of project statuses?
So the 1st level can say - New Lead;
2nd level will say - Referral / Website / Online Marketing
Another example can be, L1 says Awaiting Information, L2 would say From Architect/From Consultant/From Client
Then in the project list layout, we have two separate columns, one for level 1, 2nd for level 2, and then a third column which shows combined name of L1 and L2 project status.
Would add better control, when if a sales rep is sitting with customer or sharing their screens with consultant or architects.
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Lyle Hays
Construction projects that are currently underway basketball legends and have outstanding change orders require a more detailed status report. Any quote, including change orders, must still go via L1 statuses.
Bryan Sims
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Eric Kalpakoff
I second this. I would like a second level of status for active constuction projects that have pending change orders. Change Orders still need to pass through L1 statuses just like any other quote.