Creating an "On-Hold" status for projects in Resource Management?

NickSeier
NickSeier ✭
edited 07/05/23 inResource Management

Hi all,

I'm trying to figure out a way to create an "On-Hold" status for projects. These are projects where the client has paid for the work and signed a contract, but our start date is not yet defined.

这将是伟大的使用a Project Type for it. We are using "Tentative" to show projects that are in our sales pipeline, with a definite start date and future resources allocated, but have not yet been signed.

This "On-Hold" project type wouldn't need anyone assigned to it, have a future start date, but is also a confirmed project. Any suggestions on how we approach this kind of thing?

My other thought is to create a custom field for "On hold?" That is a yes/no response, but it would seem that a Project Type/Project State for something that is On Hold would be really useful.

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Hi @beverlyjosie<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":355,"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":468,"urlcode":"resource-management","name":"Resource Management"}]},{"discussionID":100798,"type":"question","name":"Resource Management Synchronization - API","excerpt":"Hello, I was looking under my activity log and noticed the above for sheet view, but I'm not sure who that is and the purpose of it. Can someone please explain what they do, please? Thanks!","snippet":"Hello, I was looking under my activity log and noticed the above for sheet view, but I'm not sure who that is and the purpose of it. Can someone please explain what they do,…","categoryID":355,"dateInserted":"2023-02-07T17:11:48+00:00","dateUpdated":"2023-07-05T09:50:09+00:00","dateLastComment":"2023-03-03T11:08:52+00:00","insertUserID":155716,"insertUser":{"userID":155716,"name":"Nkeiruka. Aguocha","url":"https:\/\/community.smartsheet.com\/profile\/Nkeiruka.%20Aguocha","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-04-25T22:40:58+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":286,"score":null,"hot":3353635240,"url":"https:\/\/community.smartsheet.com\/discussion\/100798\/resource-management-synchronization-api","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/100798\/resource-management-synchronization-api","format":"Rich","lastPost":{"discussionID":100798,"commentID":365400,"name":"Re: Resource Management Synchronization - API","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/365400#Comment_365400","dateInserted":"2023-03-03T11:08:52+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-02-08T21:59:45+00:00","dateAnswered":"2023-02-08T20:37:32+00:00","acceptedAnswers":[{"commentID":361273,"body":"

Hi @Nkeiruka. Aguocha<\/a>, <\/p>

It sounds like the sheet you're working in is a Project Sheet that has Resource Management connected<\/a> to it, and you're using the Resource Management Panel<\/strong><\/a> in Smartsheet to sync your data. This integration will use the Resource Management API to connect the two systems. <\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":355,"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":null,"prevURL":null,"currentPage":1,"total":2,"limit":3},"title":"Trending in Resource Management","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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