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Project Status & Tasks


Nikolaj

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Hello Support,

When we create a project via a project Template with Tasks and Milestones included. The project will stay in draft until the Project is approved and it starts. Now my question is it possible to show the task of a project in "my Activities" only if the project is active? 

Best Regards

Nikolaj

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Good Morning @AlexTumber

Yes that is right. For example we are creating projects who are in pipeline for the next year or month. So the Status is in draft and the Sub Status is in pipeline. These Projects have all Tasks and Milestones attached for the Project Manager because we have some of them in our templates. Now the project Manager get this kind of tasks in his Activities view but the project is still in draft ( not started). If the Project Portfolio Manager or the Project Controller will switch the status to active then he can start with it and only then he will get this kind of tasks, otherwise it is confusing a bit.

Best regards

Nikolaj 

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  • 1 year later...

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