To Update Workspace Status in the Update Status Window

Note: You may not see all the fields listed below. PPM administrators can hide native workspace fields by workspace type. Any fields hidden for your workspace type will not appear in the Update Status window.

TO Update Status from the Status Window:

  1. Health—If your workspace type allows you to update health manually, select the appropriate Health
  2. Estimated Expenses—To update the Estimated Expenses, type the new estimate.
    Estimated expenses are the non-labor expenses for a workspace.

    Estimated Expenses is used by PPM to automatically calculate Total Estimated Cost for the workspace.
    (Estimated Expenses + Estimated Labor Cost = Total Estimated Cost).
  3. State—Select the current Stateof the workspace.
  4. Phase—If enabled for the workspace, select the current Phase. The available phases are defined by your enterprise administrator.
    Phase will not display if it has been hidden or is not enabled for your workspace.
  5. Update Notes—Type any notes you want to include with the status update. This field has character limit of 4000.
    Note: This field has a rich text editor which allows users to apply text formatting to the update notes. For more information, see Status Update Notes Rich Text Editor.
  6. Notifications—To notify team members about the update, click Browse Member Directory and select the appropriate team members.
  7. Custom fields—If your workspace has additional (custom) fields, update any that need to be updated.
  8. Click Save.

(click outside window to close)