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Setting up Pipeline (Likely but not yet approved) Projects

Home Forums Discussion Setting up Pipeline (Likely but not yet approved) Projects

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  • #408562 Reply
    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

    #408563 Reply
    Larry 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.

    #408572 Reply
    John Murphy
    Member

    Larry,

    Thanks as always!

    John

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