Project Status

Overview

Project statuses let you define and communicate the overall progress and/or health of projects. Each status has a label and a color that lets people see at a glance which stage a project is in.

Project statuses appear in many areas of Kantata OX, including the following: 

• The Project Workspace
• The Project Pulse Side Panel
• The Project List
• The Resource Center

Note: Project statuses are also available as filters in Insights dashboards (e.g. the Project Health dashboard).

You can set a project status from the project workspace using the drop-down menu to the right of the project name. Within each color tab, you can select the color that most accurately represents the condition of the project.

Note: Project participants on either the provider or client side that have enabled Project Status Updated notifications will receive a notification when the project status changes. External project participants on the client side will not receive a notification however.

You can set the status of multiple projects at once using bulk actions in the Project List. To learn more, see the Project List article.

Note: Anyone with edit Project Permissions on the Provider side can see and set the project status, regardless of their account permission. Clients cannot see or set the project status.

The project color and their corresponding statuses are:

• Gray—Not yet started
• Light Green—Close to starting
• Green—In progress
• Yellow—In progress with a pending action
• Red—In progress with a blocker or ended
• Blue—Finished

Project Status List

This list of project color / status combinations and IDs is useful for clients with API integrations or for those who are using Kantata’s Data Upload Tool to update project statuses. It can be used as a reference during integration configuration, data import, etc.

Note: Depending on your account settings, all of the statuses below may not be available to select in the project workspace.

	Status	Color	Status ID
	Backlog	Gray	100
	Bid Stage	Gray	105
	Contingent	Gray	107
	Estimate	Gray	110
	In Planning	Gray	115
	In Setup	Gray	120
	Inactive	Gray	125
	Not Started	Gray	130
	On Hold	Gray	135
	Pipeline	Gray	138
	Proposed	Gray	140
	Prospect	Gray	143
	Quality Control	Gray	145
	Gray	Gray	150
	Approved	Light Green	200
	Confirmed	Light Green	205
	Contingent	Light Green	207
	Okay to Start	Light Green	210
	Pending	Light Green	213
	Ready	Light Green	215
	Scheduled	Light Green	220
	Quality Control	Light Green	225
	Tech Setup	Light Green	235
	Light Green	Light Green	250
	Not Started	Light Green	255
	Active	Green	300
	In Development	Green	305
	In Progress	Green	310
	In Testing	Green	315
	Live	Green	317
	On Track	Green	320
	Ready for Testing	Green	325
	Started	Green	330
	Quality Control	Green	335
	UAT	Green	340
	Green	Green	350
	Active	Yellow	401
	Alert	Yellow	400
	At Risk	Yellow	403
	Issue	Yellow	405
	Keep Watch	Yellow	410
	Late	Yellow	415
	Needs Review	Yellow	420
	On Hold	Yellow	423
	Over Budget	Yellow	425
	Past Due	Yellow	430
	Pending Approval	Yellow	435
	Priority	Yellow	440
	Requires Feedback	Yellow	445
	Requires Follow-up	Yellow	450
	Requires Research	Yellow	455
	Quality Control	Yellow	459
	UAT	Yellow	465
	Yellow	Yellow	460
	Active	Red	501
	Alert	Red	500
	Blocked	Red	505
	Canceled	Red	510
	Canceled - Change Order	Red	513
	Concern	Red	515
	Late Payment	Red	520
	On Hold	Red	525
	Suspended	Red	530
	Terminated	Red	535
	Rejected	Red	540
	Quality Control	Red	545
	UAT	Red	555
	Red	Red	550
	Canceled	Blue	601
	Canceled Confirmed	Blue	602
	Closed	Blue	600
	Completed	Blue	605
	Delivered	Blue	610
	Done	Blue	615
	Shipped	Blue	620
	Submitted	Blue	625
	Quality Control	Blue	630
	Blue	Blue	650

Kantata OX API

• Workspaces
• Participations
• Status Reports
• Workspace Allocations
• Workspace Baselines
• Workspace Groups
• Workspace Invoice Preferences
• Workspace Resource Skills
• Workspace Resources
• Workspace Status Changes