Project Statuses
A project status indicates the status of the project. The project status can be used to control what processing is allowed at various stages of a project. Every project must have a valid status.
Oracle Projects predefines the following project statuses:
Note: If your system was upgraded from Release 10 to the current release, you will also see the predefined project status Active, which was defined in prior releases of Oracle Projects.
Defining project statuses
To define a project status:
1. In the Project Statuses window, enter a unique project status name.
2. Select a System Status to map to the project status. Every project status must map to one of the five predefined system statuses. The predefined System Statuses are:
3. Enter a description for the project status.
4. Enter Effective Dates.
5. If you want this project status to be eligible for use as the starting status for a new project, check the Starting Status check box. See: Project Status of a New Project.
6. If you want to initiate workflow when a project is updated to this status, select Workflow from the alternative region poplist. Check the Enable Workflow check box and enter the following fields:
- Item Type. Enter the name of the Workflow Item Type to be used for this status.
- Process. Enter the name of the Workflow Process to submit for this status.
- Success Status. Enter the project status to assign to a project upon successful completion of project workflow.
- Failure Status. Enter the project status to assign to a project if project workflow fails. (This can be the same as the current project status.)
7. The Status Controls region contains a list of Actions that are allowed or restricted for each project status.
When you create a new project status, the System Status you have selected for the project status determines which Actions are allowed for a project to which the project status is assigned. If you want to change the default permissions, you can optionally check or uncheck the Allow check box. The Default check box is display-only, and contains the original setting of the Allow check box.
For some System Statuses, there are Allow check boxes that cannot be changed. For example, if a project status maps to the Closed System Status, the project status cannot allow Create New Transactions.
Following are the project status Actions:
- Create New Transactions. New transactions include transfers, but not splits.
- Include in Status Reporting. Include in Project Status Inquiry and management reports that show summary project information.
See Also
Integrating with Oracle Workflow
Effective Dates
Project Statuses Listing
Transaction Control Extensions
