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. |
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| 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. |
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| 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. | 
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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