Apply a status to your projects, groups and items
Use this option to change the status of individual sub-projects, groups or items in a project's structure.
Sage 200 records any changes that you make to the status, or percentage complete, in the status history log. The details of each change are recorded along with the date and the name of the user. To view the history log, click View History.
Note: You can print a list of projects according to status (see Project Accounting > Reports > Setup > Project List (by Status).
- You must define the statuses that you want to use for your projects.
- You must have chosen to Record and track item status for each project level, group level or project item type in the Project Structure Settings.
- If you want to record the percentage complete, you must have chosen to Record percentage complete for each project level, group level or project item type in the Project Structure Settings.
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If you have applied a status that does not allow cost and/or revenue transactions, you cannot select the project item when entering cost and/or revenue transactions.
- If you change the status on a project item where cost and/or revenue transactions still require processing, this can affect how those transactions are processed. See Using statuses with your projects.
- If you have applied a status with Allow Archive / Delete selected to a project, you can archive that project.
To change the status of projects and items
Open: Project Accounting > Projects > Amend Project Status.
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Select the project to amend by its Code.
The project's structure appears. Each project level, grouping level and project item in the structure is displayed, along with their status, percentage complete and narrative.
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To change the status of a project, groups or project item, select a new state from the Status list. If you change the status of a project, sub-project, or group, you can choose to apply that status to items in the structure below.
Note: To change the status, the Record and track item status setting must be enabled in the Display Features for that item in the Project Structure Settings.
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To change the percentage completion for an item, click on the figure in the Comp (%) and enter a new figure.
Note: To change the percentage complete, the Record percentage complete setting must be enabled in the Display Features for that item in the Project Structure Settings.
- Use the Narrative column to record any comments about the project item.
- When you have finished amending the status of your project items, click Save.