How to Customize Project Status Options

    Inspire Planner Projects come with five (5) default status values:


    • Not Started
    • In Progress
    • Completed
    • Delayed
    • Cancelled


    However, you can customize the picklist if needed. This help article will walk you through how to customize the Project Status picklist values.


    Please note: The following steps have to be completed by a Salesforce System Administrator.


    1. Click on the Gear Icon at the top right corner and go to Setup.

    2. Go to Object Manager.

    3. Enter "Project" in the Quick Find box and click on Project.

    4. Go to Fields & Relationships.

    5. Enter "status" in the Quick Find box and click on Project Status.

    6. Scroll down through the page until you see a section called "Values". Click on New to add new values. 

      Enter each new value as its own line. Click on Save when finished.

      Click on "Deactivate" for any value you no longer wish to use.


    AdministrationProject Plan

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