It is now possible to add a project status with a color in the Flex platform. This will then show in your desktop app and will make it easier to view projects under different status markers. The filter option now has an option for the Status and there is an additional column Expected Contract Date. The status can be updated in the Flex platform and there is a record of who changed the status with a timestamp.
How to customize the project status
- Open the Flex platform
- Click on the
at the bottom of the left hand menu bar.
- Under Admin area select Custom settings.
- Select the tab for Project Statuses.
- Select the options to view and use in Flex. There are also 9 user defined fields that can be customized to show an option not pre-set in Winner desktop app. The color is also customizable.
- Select Save Settings.
How to change the project status and filter by status
In the Flex platform:
- Click the projects icon in the left hand menu bar and, from the project list, select the project.
- Select the tab Additional information.
- Select the option Status and amend the status here
Note: Here you can also set the project to Lost To Competitor. This will put the status of the alternative to Quotation sent and Lost and remove any other steps that were taken.
- Select Save Project on the top toolbar and return to the project list - here you can filter by the Project status and view the history of the status on the expandable right hand side bar.