Creating an "On-Hold" status for projects in Resource 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.
Answers
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Genevieve P. Employee AdminHey@NickSeier
There currently isn't a way to set a custom Project Type in Resource Management for "On Hold" - please feel free to create a newProduct Idea in this topic, here!
You could potentially leverage the project tag feature to add context, here's more information:Add Project or People Tags
Cheers,
Genevieve
Categories
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. 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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. 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