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Updated by Niels Lindenthal 10 days ago
**As** a project initiator and project portfolio manager
**I want to** track the status of the project initiation requests
**so that** understand the current status.
**17.0 workaround (custom actions)** **Acceptance criteria**
* The status and the workflow is done by a work package of type "Project initiation request".
* Potential later step: Moving to an artefact with a workflow
* <figure class="table op-uc-figure_align-center op-uc-figure"><table class="op-uc-table"><thead class="op-uc-table--head"><tr class="op-uc-table--row"><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p"><br data-cke-filler="true"></p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Initiation</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Planning</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Executing</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Closing</p></th></tr></thead><tbody><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">New</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">PIR Submitted</p></td><td class="op-uc-table--cell"><ul class="todo-list op-uc-list_task-list op-uc-list"><li class="op-uc-list--item"><label class="todo-list__label"><input type="checkbox" checked="checked" disabled="disabled"><span class="todo-list__label__description op-uc-p">Applicant</span></label></li></ul></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">PIR In the work package there is a custom action that opens the wizard.
* In the wizard there is custom action that changes the status of the work package "Project initiation request".
* In the overview the work package "Project initiation request" is shown in a widget.
* There is a global setting which connect the wizard with the work package type.
* In the wizard only the transitions are offered to the user which are defined by the work package workflow.
* There is work package list in the portfolio project showing all work packages "Project initiation request".
* There is a custom action that creates the pdf export and stores it in Nextcloud.
* Know limitations and shortcomings:
* There can be multiple work packages
* Work packages can be deleted
* Everything needs to be manually configured
**Alternative** Review</p></td><td class="op-uc-table--cell"><ul class="todo-list op-uc-list_task-list op-uc-list"><li class="op-uc-list--item"><label class="todo-list__label"><input type="checkbox" disabled="disabled"><span class="todo-list__label__description op-uc-p">Portfolio Owner/Sponsor</span></label></li></ul></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">PIR Approved</p></td><td class="op-uc-table--cell"><ul class="todo-list op-uc-list_task-list op-uc-list"><li class="op-uc-list--item"><label class="todo-list__label"><input type="checkbox" disabled="disabled"><span class="todo-list__label__description op-uc-p">Portfolio Owner/Sponsor</span></label></li></ul></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><ul class="op-uc-list"><li class="op-uc-list--item"><p class="op-uc-p">Green</p></li><li class="op-uc-list--item"><p class="op-uc-p">Yellow</p></li><li class="op-uc-list--item"><p class="op-uc-p">Red</p></li><li class="op-uc-list--item"><p class="op-uc-p">Discarded</p></li></ul></td><td class="op-uc-table--cell"><ul class="op-uc-list"><li class="op-uc-list--item"><p class="op-uc-p">Green</p></li><li class="op-uc-list--item"><p class="op-uc-p">Yellow</p></li><li class="op-uc-list--item"><p class="op-uc-p">Red</p></li><li class="op-uc-list--item"><p class="op-uc-p">Discarded</p></li></ul></td><td class="op-uc-table--cell"><ul class="op-uc-list"><li class="op-uc-list--item"><p class="op-uc-p">Green</p></li><li class="op-uc-list--item"><p class="op-uc-p">Yellow</p></li><li class="op-uc-list--item"><p class="op-uc-p">Red</p></li><li class="op-uc-list--item"><p class="op-uc-p">Discarded</p></li><li class="op-uc-list--item"><p class="op-uc-p">Finished</p></li></ul></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr></tbody></table></figure><br>
* We hard-code new project status and hard-wire it with the form actions
* New
* Project initiation requested
* Project initiation request in review
* Project initiation request approved
* We deal with the need to add more flexibility once we have more insights
#
<br>
**Technical notes**
* <br>
**Permissions and visibility considerations**
* _Person who can change the project status_
**Translation considerations**
* _Key terms and phrases in the key languages_
**Out of scope**
* <br>
_Set the_ **To be informed/consulted teams** _field to include all teams necessary to be informed of the changes._
**I want to** track the status of the project initiation requests
**so that** understand the current status.
**17.0 workaround (custom actions)**
* The status and the workflow is done by a work package of type "Project initiation request".
* Potential later step: Moving to an artefact with a workflow
*
* In the wizard there is custom action that changes the status of the work package "Project initiation request".
* In the overview the work package "Project initiation request" is shown in a widget.
* There is a global setting which connect the wizard with the work package type.
* In the wizard only the transitions are offered to the user which are defined by the work package workflow.
* There is work package list in the portfolio project showing all work packages "Project initiation request".
* There is a custom action that creates the pdf export and stores it in Nextcloud.
* Know limitations and shortcomings:
* There can be multiple work packages
* Work packages can be deleted
* Everything needs to be manually configured
**Alternative**
* We hard-code new project status and hard-wire it with the form actions
* New
* Project initiation requested
* Project initiation request in review
* Project initiation request approved
* We deal with the need to add more flexibility once we have more insights
<br>
* <br>
**Permissions and visibility considerations**
* _Person who can change the project status_
**Translation considerations**
* _Key terms and phrases in the key languages_
**Out of scope**
* <br>
_Set the_ **To be informed/consulted teams** _field to include all teams necessary to be informed of the changes._