A status is the state of an object. Objects can have only one status at a time.
When you implement Oracle Projects, your system includes predefined statuses. For some status types, you can define additional statuses to meet your business needs.
Statuses include the status types shown in the following table:
| Status Type | Description |
|---|---|
| Project Status | Used to control processing at the various stages of a project. |
| Task Status | Used to control processing at the various stages of a task. |
| Progress Status | Used to control processing for projects and tasks as progress is made towards their completion. |
| Requirement Status | Used to control processing for requirements as they are opened, filled, or canceled. |
| Assignment Status | Used to control processing for work assignments as resources are assigned to them or they are canceled. |
| Candidate Status | Used to control processing for job candidates as they are considered for a work requirement. |
| Assignment Approval Status | Used by workflow processes to control processing for assignment approval requests. |
| Control Item Progress | The owner of an issue or change document owners can periodically update the progress towards resolving the issue while the issue is in Draft, Working, Submitted, Approved, or Rejected status. |
| Control Item Status | Control Item Statuses determine the visibility of an issue or change document, and whether you can update the issue or change. You cannot add control item statuses or make changes to the existing control item statuses. |
For additional information, see: Predefined Assignment Approval Statuses.
You can modify the default status controls for each existing user status. You can also create new user statuses based on the available system statuses to meet your business needs and create workflow processes that support those needs.
However, for each existing user status, you must define the next allowable statuses. Defining the next allowable statuses determines the process flow for your objects. For example, you can specify that an assignment with the user status of Provisional can have its status changed to the user statuses of either Confirmed or Canceled. This example shows that you have just determined two possible process flows of a requirement:
Provisional -> Confirmed
Provisional -> Canceled
The project status can be used to control what processing is allowed at various stages of a project. Every project must have a valid status.
Oracle Projects predefines the following project statuses:
Unapproved
Submitted
Approved
Rejected
Pending Close
Closed
Note: If your system was upgraded from Release 10 to the current release, you will also see the predefined project status Active, which was defined in prior releases of Oracle Projects.
To define a status:
Navigate to the Statuses window.
Select the Status Type that you want to define (such as Project).
Enter a unique Status name.
Select a System Status to map to the status. Every status must map to a predefined system status.
Enter a Description for the status.
Enter Effective Dates for the status.
If you want this status to be eligible for use as the starting status for the kind of object it is associated with (such as a project, task, assignment, or candidate), check the Starting Status box.
Status Controls: The Status Controls region contains a list of actions that are allowed or restricted for each status.
When you create a new status, the system status you have selected for the status determines which actions are allowed for the object to which the status is assigned. If you want to change the status controls from the default settings, you can select or clear the Allow box.
The Default check box is display-only, and contains the original setting of the Allow check box.
For some system statuses, there are Allow check boxes that cannot be changed. For example, if a project status maps to the Closed System Status, the project status cannot allow Create New Transactions.
Next Allowable Statuses: Use this region to define the next allowable statuses for each status.
Four radio buttons control the next allowable statuses you can enter:
All: The current status can be changed to any status. This is the default value.
None: The current status cannot be changed.
System Status: The Next Allowable Statuses are all system statuses.
Status: The Next Allowable Statuses are all user-defined statuses.
If you choose System Status or Status, you can then enter as many next allowable statuses as you want.
Workflow: If you want to initiate workflow when an object is updated to this status, select the Workflow tab. Check the Enable Workflow check box and enter the following fields:
Item Type. Enter the name of the Workflow Item Type to be used for this status.
Process. Enter the name of the workflow process to submit for this status.
Success Status. Enter the status to assign to the object upon successful completion of workflow.
Failure Status. Enter the status to assign to the object if workflow fails. (This can be the same as the current status.)
For more information about workflow in Oracle Projects, see: Integrating with Oracle Workflow, Oracle Projects Implementation Guide.
Save your work.