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Plan Status Definitions

Plan Status Definitions allows organisation to be able to define their own set of statuses for plans , which will contain one of four status “types”: Pending , Active , On-hold and Closed Admins can add multiple statuses but cannot edit the core status types. You can set plan status to whatever you wish , allowing users to filter by status type when using table filters.

Once the admin has set up their plan statuses, one may be chosen from the Plan > Details screen:

The new fields are purely documentary at present, but do offer in grid filtering opportunities on the home list screens:

The above example is filtered to only show on-hold projects.

The new fields are also present in the GetPlans DataMart function:

  1. PlanStatusName
  2. PlanStatusTypeName