Project Status Overhaul
J
Josh Nuske
This is aligned with a previous post that requests project statuses can be changed without the cumbersome check-out/check-in process, which also changes the projects ‘updated on’ field.
Project statuses should be able to be sorted by user priority in the Project Explorer. Currently only alphabetically sorting options are available, which is utterly useless. This would enable the sales/design/project users to view the projects most relevant to them, rather than what the alphabet decides is most important.
A new project state - In Progress - in addition to Open/Won/Lost would be fantastic. Selecting a project status with the “In Progress” state could also have a prompt to automatically create tasks in MI based on labour phases of the project. Every time a CO is accepted, the amendments could also be automatically pushed to MI with a prompt as well.