Applies to

Resource Management

Capabilities

Who can use this capability

Resourcing Administrators can create custom work status labels.

Create custom work status labels

Custom work status labels are updated by team members to help communicate their progress.

PLANS

  • Resource Management

Permissions

Resourcing Administrators can create custom work status labels.

Team members can update their work status in the today view from their personal page.

To create a new work status: 

  1. Select Settings then Account Settings.
  2. On the left sidebar, select Work Status
  3. At the top of the screen, select a color, enter a name, and select a stage for the status. 
  4. Select Add

Status label tips

  • Each status is a subcategory of three main categories: Planned, In Progress, or Completed
  • Text labels are limited to 64 characters.
  • Hover over a label and use the up and down arrows to reorder the status list.
  • If you edit a work status label, the change will show on all items using the label. 
  • If you delete a label, items using that label remain unchanged; only the status label is deleted. 

Filter by work status

To find assignments with specific statuses, filter on either the project worklist or the schedule.

To filter on the worklist

  1. Go to the project you want to work with and then select Worklist. 
  2. In the top right above the worklist, select Status and check the statuses you want to see. 

To filter on the schedule

  1. On the left sidebar in the schedule, select Work Status.
  2. Select the items you want to filter on.
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