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Update the project status as Issued-In-Progress

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Capital Projects / Condition Assessment / Assessment Manager
Sustainability & Risk / Sustainability Assessment / Assessment Manager

You may find it handy to track a project as it progresses by completing the Project Status field of the Projects table. For example, is the project in process, on hold, completed, or rejected?

Although the assessment applications do not include steps for routing projects to various parties for approval, execution, or archiving, you can manually track a project's status by completing this field. You can then filter the list of assessment projects by status when working with various views.

OnSite app or Assessment mobile app

If you are using the OnSite or Assessment mobile app, you must minimally set one status: you must set Project Status to "Issued and In Process" for the assessment items to appear on the mobile device of the Field Assessor to which they are assigned.

  1. Edit the (A) assessment project for which you want to update the project status.

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  1. From the (B) Project Status drop-down, select Issued-In-Process.
  2. Click the Save button and the record is saved.
  3. Click the Close button to close the dialog.