Settings - Projects - Project Message Status - Add/Edit/Delete
Updated
Suggested Prior Reading
Settings - Projects - Project Message Status
Project Message Status
Depending on the type of Project Message Status, the functionality will be different (see Settings - Projects - Project Message Status). This help contains instructions to:
- Access the Project Message Status form
- Add a Status (only User Defined Statuses can be added)
- Edit an existing Status (any Statuses can be edited, however, System Predefined Status(es) - System Controlled (Viewed or Downloaded) Statuses can only have the Activity Score edited and no other information is available to be edited).
- Delete a Status (only User Defined Statuses can be deleted).
To access the Project Message Status
- Login with a User that has ADMIN Permission on Projects.
- From the Global Navigation Menu, click Settings. The Settings menu and Settings Form appears.
- From the Settings menu, click on Projects. The project settings form appears.
- Navigate to the Project Message Status section.
To add a Status
- Click the Add Status button.
- A blank Status row is displayed at the bottom of the list.
- Type in the information, see Settings - Projects - Project Message Status - Columns.
- Click the Save
button to save the information
OR
Click the Cancel 
button to cancel the addition.
To Edit an Existing Status
- Hover on the Status to edit. An Edit
button appears in the right hand column. Note* a Delete 
button may also appear depending on the type of status. - Click on the Edit button on the row of the Status to Edit.
- Change the information as required. See Settings - Projects - Project Message Status - Columns.
- Click the Save button to save the information
OR
Click the Cancel button to cancel the edit.
To Delete a Status
Only User Defined Statuses can be deleted.
If a Status is deleted and it has been assigned to a Bid, the Bid status will be set to Pending.
- Hover on the Status to delete. If the delete functionality is available, a Delete button appears in the right hand column (along with the Edit button).
- Click on the Delete button on the row of the Status to Edit.
A confirmation prompt appears to confirm the delete.
- Click the Delete
button to delete the Status (and reset any Bids with that status to Pending)
OR
Click the Cancel 
button to cancel the deletion.
