How to change project / job status
There
are 2 ways to change the status of a job/project. You can change the status
from the job/project lists or from the actual job/project details screen
Change status from the job/project lists
1. Go to Jobs/Project screen2. Search for the job/project3. Tick and select the project whose status you want to change.4. Right mouse click to access the context menu5. Select menu option Change job/project status6. Select the new status and click on OK to save
Change the job/project status from the job/project details screen
1. Go to Jobs/Project screen2. Search for the job/project3. Click on the project whose status you want to change, this will display the job/project details4. Right mouse click to access the context menu or click on actions and select Change job/project status5. Select the new status and click on OK to save
How to lock
the project from any further changes
1. Click on the project whose status you want to lock, this will display the job/project details screen2. Right mouse click to access the context meu or click on actions and select Lock job/project3. A new window will appear that allows you add notes, click on the OK button to lock the project.4. All fields of the job/project will turn into grey dimmed color to indicate the locking status
How to unlock the job/project
Follow the same steps
as above but select mention option: unlock job.project
FAQs