CREATING PROJECT GROUP TO STATUS LINKS

1. Create the new Project Group and edit the name.
2. In the tree, expand eTrack Settings\has LookUps\Category\Project.
3. Right-click on Project and select New > Lookup Value ie: the second option.
4. Edit the name (Lookup Value) to match your new project group. This will add a new status value to the dropdown.
5. Click on the main Tree tab on the right and expand the tree to see your new project group
6. Click on the new project group and drag and drop it on the new lookup that you created above
7. Select ‘Relate’ from the popup menu. (If prompted, select ‘has Lookup Link’ relationship).
8. This will create a ‘has Lookup Link’ relationship under the status

Now the status is linked to the group and when you select that status the project will move to that group
You may have multiple status values linked to a project group, for instance you may link ‘closed’ and ‘cancelled’ to Archived Projects.

Do not move projects between groups via drag and drop > Move in the tree. This does not update the status and will result in the project being in two groups when it is subsequently moved via a status change.
Make sure all projects have the correct status that matches the group it is in.
If a project appears in more than one group, remove the duplicate via right-click > Unrelate.

Set new Default Status/Group (OPTIONAL)

To change the default status and/or project group when a project is created:

1. Select Tools/Type Settings, click Project on the left and update ‘Place New Item Under’ – use the Find function to search for the project group that is to be the default group for new projects.
2. For each Project template, select the new Status that maps to the group selected.
3. In the tree, expand eTrack Settings\has LookUps\Category\Template and change the existing status related to the Template to the new one
a. right click > Unrelate on existing one
b. drag and drop the new one

Posted in: eTrack FAQ