Project Flows

Statuses

Project and transport statuses help you track the state of projects and transports. To define statuses, go to Administration > Status Setup. Object Manager Advanced includes the following sample statuses:

You can use the statuses provided, adjust them as necessary, or enter lines for new project and transport statuses by filling in the fields in the window as follows:

Status Setup
Status Setup

Table NameChoose whether the current status will apply to projects or transports.
Code and Description Enter a code and a description for the current status, respectively.
TypeSelect the type of status. The type corresponds to the state of the project or transport. Possible options are:
  • Blank - for new projects and transports.
  • Developing - for projects or transports in development. You can assign modifications to projects that have this status.
  • Ready - for completed projects and transports. You can add projects that have this status to a transport.
  • ColorSelect the color that will be used in list views of projects and transports.

    You need to set up a number of statuses that can be used in a sequence.
    After you set up statuses, you will be able to use them to set up project and transport flows.

    Flows

    Project and transport flows help you set up the process of working with projects and transports. Using flows, you can define the sequence of statuses that a project or a transport passes, assign user roles to the appropriate statuses, and set up e-mail notifications for when status is changed. To set up project and transport flows, go to Administration > Flows. Object Manager Advanced includes the following sample flows:

    Flow List
    Flow List


    You can use these flows, modify them, or define new ones.
    • To edit a flow, double-click the needed line or click Edit in the ribbon.
    • To create a flow, click New in the ribbon.

    Fill in the fields on the flow card as follows:

    Flow Card
    Flow Card

    Table NameChoose whether the current flow will apply to projects or transports.
    Code and DescriptionEnter a code and a description for the current flow, respectively.
    Default StatusDefine the default status for the current flow.
    Transport StatusDefine the final (transporting) status for the current flow.
    Status SetupEnter lines for project or transport statuses that you want to include in the current flow.
    Status CodeEnter the status code.
    RoleSpecify the role that is responsible to the project or transport when it reaches this status.
    Previous and Next StatusEnter the codes of statuses that precede and follow the current status, respectively.
    Send E-Mail to Active UserSelect this checkbox to send an e-mail notification to the project/transport active user when the current status is reached.
    Send E-Mail to RolesSpecify additional roles to whom an e-mail notification will be sent when the current status is reached.
    Block Project/Block TransportSelect this checkbox to block the project or transport when the current status is reached.

    Send E-mails
    Send E-mails


    E-mail
    E-mail