Configure Project Status

Standard Operating Procedures

Configure Project Status

 

PURPOSE:

The Project status provides the project life cycle activities  (Pre-planning, Planning, Design, Bid, Construction, Commissioning, Close Out, Closed) for each Project type.  The sequence number determines the life cycle order.  The Status flag provides whether the project is open (not complete) or Closed (complete).

 

Status Notes: 

  • The Project Status values for Renovation and Programmatic Upgrade are life cycle phases.

 

Current UConn Project Statuses:

Project Status Description Sequence Type Status Flag Edit Budget
Pre-Planning [TODO:FOBS define refine Project Status Descriptions here] 100 Renovation Not Complete Yes
Pre-Planning [TODO:FOBS define refine Project Status Descriptions here] 100 Prog Upgrade Not Complete Yes
Planning [TODO:FOBS define refine Project Status Descriptions here] 200 Renovation Not Complete Yes
Planning [TODO:FOBS define refine Project Status Descriptions here] 200 Prog Upgrade Not Complete Yes
Design [TODO:FOBS define refine Project Status Descriptions here] 300 Renovation Not Complete Yes
Design [TODO:FOBS define refine Project Status Descriptions here] 300 Prog Upgrade Not Complete Yes
Bid Procurement/Bidding

[TODO:FOBS define refine Project Status Descriptions here]

400 Renovation Not Complete Yes
Bid Procurement/Bidding

[TODO:FOBS define refine Project Status Descriptions here]

400 Prog Upgrade Not Complete Yes
Construction [TODO:FOBS define refine Project Status Descriptions here] 500 IMF Not Complete Yes
Construction [TODO:FOBS define refine Project Status Descriptions here] 500 PF Not Complete Yes
Construction [TODO:FOBS define refine Project Status Descriptions here] 500 Renovation Not Complete Yes
Construction [TODO:FOBS define refine Project Status Descriptions here] 500 Prog Upgrade Not Complete Yes
Commissioning Start Up/Cx

[TODO:FOBS define refine Project Status Descriptions here]

600 Renovation Not Complete Yes
Commissioning Start Up/Cx

[TODO:FOBS define refine Project Status Descriptions here]

600 Prog Upgrade Not Complete Yes
Close-Out [TODO:FOBS define refine Project Status Descriptions here] 700 Renovation Not Complete Yes
Close-Out [TODO:FOBS define refine Project Status Descriptions here] 700 Prog Upgrade Not Complete Yes
Closed [TODO:FOBS define refine Project Status Descriptions here] 800 Renovation Complete Yes
Closed [TODO:FOBS define refine Project Status Descriptions here] 800 Prog Upgrade Complete Yes

 

 

PROCEDURE:

1. Navigate to the Project Management module on the main menu.
2. Navigate to the Project Management screen and click the link to Project Status.
3. To look at existing project statuses you can select Browse or use the search function to refine search.  When adding select New.
4. Enter Project Status name and description.

 

5, Set Edit Budget to Yes and click Type magnifier glass to search types.

 
6. Click on Project Type.  
Project Status screen appears with the Type selected.
7. Set Active to Yes.

 

8. Enter Sequence.

 

9. Set Status Flag.

10. Roles allowed to update life-cycle status (ability to change for each status change). Click Load to allow roles, otherwise (for Public Project Statuses), continue with step 11.  
11. Click Save to save Project Status.

 

 


ROLES USED:

 

The System Administrator is responsible for managing and overseeing the Project Management module its configuration and functionality.

 

 

Return to Project Management Module SOP