Settings - Projects - Project Message Status - Colors
Updated
QUESTION TO BART ON HOW TO SET THE ORDER OF ITEMS TO INDICATE ANY NEW STATUSES AND HOW FAR ALONG THEY ARE IN THE PROCESS IN RELATION TO OTHER STATUS? IT SEEMS LIKE NOW THEY ARE LATER THAN PENDING or DECLINE BUT EARLIER IN THE PROCESS THAN ACCEPTED, BID RECEIVED OR AWARDED. Is this how its supposed to work?
And if there is more than one status added - how do you set the order of those? i.e. which one is earlier?
Suggested Prior Reading
Settings - Projects - Project Message Status
Settings - Projects - Project Message Status - Add/Edit/Delete
Settings - Projects - Project Message Status - Columns
Status Colors and Order in the process
Statuses are used to manage the Bidding process (see Bidding - Managing).
For each Status, a color can be assigned for easy identification of that Status as well, the status order in the process can be set. This is used to set color coding at the Company and Contact levels when there is more than one Bidding Participant or more than one Trade from that company participating in the process. The Status that is farthest along in the process on the Trade is rolled up to the Contact level and then the farthest along status from all the Contacts is rolled up to the Company level. See Bidding Managing – Bid Response - Status and Bid Amounts for more information.
Statuses can be setup and maintained by Project Administrators (see Settings - Projects).
This help explains how to set the colors for a status and how to change the order of the Status in the Bidding process.
Set the Color of the Status
- Add or Edit a Status, see Settings - Projects - Project Message Status - Add/Edit/Delete.
- Enter the hex code for the color, type in the hex code. The status text and the color button updates to show the color selected
OR
- Select the color from a color grid
- Click on the color button. The color grid appears.
- Click in the color slider bar on the right hand side to get in the general color vicinity or use the slider bar to scroll up and down the slider bar to get into the general color vicinity
- In the associated color grid, click on the exact color
Set the Order of the Status in the Bidding Process (TO BE COMPLETED)
The Accept, Decline and Pending Status Order can not be changed.
Viewed and Downloaded are different types of status and are not used in this way (see Settings - Projects - Project Message Status).
- Decline is always treated as the least farthest along status (and will always be over-ridden by any other status)
- Pending is always the next status in the process order (Pending is farther along than Decline)
- Accept is always the next status in the order after pending (Accept is farther along than Pending or Decline).
After that the order is dictated by the order of the Status in the Project Message Status List:
The Last Status in the list
Next Steps
Settings - Projects - Project Message Status - Columns
Settings - Projects - Project Message Status - Add/Edit/Delete
