Release Dates:
Ability to define your own Project States: Earlier known as project "Phase", this has been one of the most demanded feature requests. For details, refer here.
Customers using "phase_id" in the formula fields or API's will have to change their respective code to apply the new change. |
Migration for existing customers:
All existing project “phases” will be automatically migrated to the project “states”.
Phase Name | State Name | Allow Time | Send email notifications |
---|---|---|---|
In Planning | In Planning | Will depend If the company policy "Allow time on archived/In planning projects” was checked, then time will be allowed. | No |
In Progress | In Progress | Yes | Yes |
On Hold | On Hold | No | No |
Archived | Archived | Will depend If the company policy "Allow time on archived/In planning projects” was checked, then time will be allowed. | No |
The policy “Allow time on archived/In planning projects” will be removed. The corresponding states will automatically have the 'Allow Time' checkbox enabled for it after the migration.
The “Completed” status (schedule status) of a project/task is removed. It will now be one of the following: On Track, Off Track, Blocked (for task), Future, At Risk. The Completed status will now reflect as follows:
Condition | New Schedule Status |
---|---|
Finish(Actual) > Finish | Off Track |
Finish (Actual) <= Finish | On Track |