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Setting up Pipeline (Likely but not yet approved) Projects

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    • 01/20/2017 at 6:05 pm #408562
      John Murphy
      Member

      We currently just have a PIPELINE project status to differentiate between live and yet to be approved projects.

      Is that the best way to do this? What is the best practice for setting up pipeline projects?

      Thanks,
      John

    • 01/20/2017 at 8:03 pm #408563
      Avatar photoLarry Christofaro
      Participant

      Hey John. Yes, it is very common to setup a custom field with a lookup table to identify where the project is in the lifecycle. Very mature instances can use a workflow, but the great majority use exactly what you are looking at.

    • 01/23/2017 at 11:41 am #408572
      John Murphy
      Member

      Larry,

      Thanks as always!

      John

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