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Edit Project Stages on the Bid Board

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Objective

To edit project stages for the Bid Board or Portfolio Planning tool.

Background

Projects in the Bid Board and Portfolio Planning tool are organized by stages, such as Estimating, In Progress, or Bid Submitted. You can edit the names of these project stages and select custom color labels as necessary to best fit the needs of your organization.

Things to Consider

Steps

  1. Navigate to the Bid Board or Portfolio Planning tool.
  2. Click the vertical ellipsis icon-ellipsis-vertical.pngicon for project stages.

    bid-board-ellipsis.png
  3. Click Rename Project Stages.
    This opens editing for project stages.

The following actions are available for editing project stages:

Rename a Project Stage

Note: The default project stages are: To Do, Estimating, Bid Submitted, Accepted, In Progress, Complete, Delayed, and Lost. The Invitations and Archived tabs cannot be renamed.

  1. Click into the name of the project stage that you want to rename.
  2. Enter a new name for the project stage.
  3. Click Save.
    Changes are automatically reflected on the Bid Board.

Select a Project Stage COlor

  1. Click the project stage drop-down menu for the stage you want to select a color label for.
  2. Select the color that you want to use for that project stage.
  3. Click Save.
    Changes are automatically reflected on the Bid Board.
 Tip
If you want to reset the project stage names and colors, click the vertical ellipsis icon-ellipsis-vertical.png icon and select Reset to Defaults.