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Just like tasks can have substatuses, so too can projects. Substatuses can be used on the project's overall progress as well as on each stage.

This is a great way to check your progress at a glance without having to open the project to go through the details, especially for large projects with multiple stages.

Substatuses are set up and managed in Site Administration.

Where can substatuses be viewed?

In ServiceTrack

Substatuses are included in the ServiceTrack > Projects > Open Projects and Closed Projects list views, which can be filtered to make it easier to find particular projects of the same substatus. The substatus colours also make it easier to know how you're tracking with the overall status of projects.

In View Project

When viewing a project, the overall substatus will be shown on the project header:

From the Project Progress tab

Substatuses can also be seen in the Progress tab of a Project:

Editing substatuses

When viewing a project, click Edit Project towards the top right.

Editing the overall substatus

From the Project Detail on the left, you can edit the project's overall substatus:

Editing Stage substatuses

From the Project Stages on the right:

  1. Click the(blue pencil) to edit a stage
  2. Select the substatus for that stage from the dropdown
  3. Update Stage
  4. Remember to Save your project.

When viewing the stage, the substatus will display.

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