Step 1: Accessing the Project Status Configuration

Let’s begin by opening Swiftly Workspace.

From the homepage:

• Click on Configuration

• Then click on Master Data Management

A new window will appear.

Scroll to the Projects section and click on Project Status.

Step 2: Understanding the Purpose

Project statuses help you quickly understand the current state of any project.

Instead of manually tracking project updates, status values allow for clear, consistent reporting and filtering.

Each project status includes two toggle fields:

• Annulled – for projects that are canceled or voided

• Closed – for projects that are completed

Only one of these two options can be selected per status, ensuring mutually exclusive clarity in your reporting filters.

These toggles are especially useful for:

• Dashboard filters

• Reporting views

• Segmenting active vs. inactive project lists

Step 3: Creating a Project Status

To add a new status:

• Click the “+” button in the top right corner

• Enter the status name (e.g., In Progress, Pending Approval, Finalized)

Next, choose whether the status is:

• Annulled (for voided/canceled projects)

• Closed (for fully completed projects)

Remember: you can only select one of these two options per status. If neither applies, leave both toggles off.

Decide if the status should be active immediately.

In this example, we’ll leave the status inactive until our team aligns on status usage.

Click Save once you’re done.

Step 4: Editing and Activating a Project Status

To make updates:

• Click on the project status entry

• This will open the detail/edit view

From here, you can:

• Rename the status

• Adjust the Annulled or Closed toggle

• Change the Active status

Click Save to confirm your changes.

Use Save & Close only when you’ve finished all updates, as it will close the Master Data Management window.

Step 5: Reviewing Project Status Logs

To view the full history:

• Click the (i) button in the top right

The logs panel will show:

• Who created the status and when

• The last user to change it and the timestamp

• A complete record of all historical modifications

This supports auditing and version control, especially in project-heavy environments.

You’ve now successfully:

• Created a new project status

• Configured it using the annulled and closed toggles

• Edited and activated the status

• Reviewed the historical change log