Set Project Status

OBJECTIVE

To set the Project Status to Pending or Live in ConstructionOnline

BACKGROUND

Creating projects is central to just about everything you will do in ConstructionOnline. They function as the very hubs of your information and house critical data such as budgets, schedules, files, and more.

THINGS TO CONSIDER

  • Only Company Administrators can see Pending Projects.
  • Live Projects send out email notifications to assigned Team members, Pending Projects do not.

STEPS TO SET PROJECT STATUS

  1. Navigate to the desired Project via the Left Sidebar
  2. Click on the Project name at the top-center
  3. Select Edit Project Details
    1. This will open the Project Details window
  4. Choose the Project Status tab
  5. Set the Project to Pending or Live
  6. Click Save

TIPS AND TRICKS

  • When a Project is in Pending Status, you can still Preview the Portal as ClientLink/TeamLink users.

    HAVE MORE QUESTIONS?

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