Kelloo has the following project level fields which can have customized lookup values defined.
The project fields are optional data mainly used for filtering and information purposes.
Note: This article refers to projects. Depending on your configuration, you may see alternate terminology used in your environment.
| Priority | Can be used to record a user assigned priority (this is different to the priority implied by the position of the project in the planner). |
| Status | Can be used to record the status of the project or its health i.e. on track, in trouble etc. |
| Stage Gate | Used to record the stage gates your projects move through. |
| Approval Status | Can be used to record an approval status for your projects i.e. seeking approval, approved, rejected etc. |
| Organizational Goal | Use this to record the main organizational goal behind the project for example cost saving or quality improvement. |
| Organization Area | Can be used to record the main business area impacted by the project. |
| Risk Level | Use this to record the risk level of the project. |
Select set up from the top level menu.
In set up, use the menu options in the project lookups section to customize the project lookup values.
Click add to add a new lookup or edit to update an existing lookup value.
Enter the lookup name. Some look ups also allow a sequence to be defined.
