PROJECT in a Box allows you to define the status of Portfolios, Projects and individual Documents. The status values available to your users are called Lookup Values and are stored in the database table tblLookupValues. These values are common between all the projects on a single PIAB server.

PIAB comes with a default set of lookup values. Using the administration tool, you may change them to suite your own workflow and project reporting requirements. Alternatively you may edit the table directly using the information and rules below.

You can define any number of portfolio status values. PIAB looks for a Lookup Type of “portfolio status”, a display order and the value set in the LookupValue and LookupDisplay fields.

Similar to for Portfolio Status, but PIAB looks for a Lookup Type of “project status”.

You many define up to six categories of Document Status values. In order to define the categories, PIAB looks for a Lookup Type of “docheading” and a Lookup Value of “docheadingN” where N is a number between 1 and 6. The corresponding values are linked with their parent categories using the Lookup Type of “docheadingN”.

The display order is a number that defines how the lookup value list is displayed to the user. Contiguous values starting at 1 should be used.

The MinPermission field allows you set the minimum permission that a user must have in order to be able to use the lookup value category. This only applies to Document Status values. The permissions are as follows:

The database table 'tblLookupValues' contains the following data by default.

Notes

The 'docheading4' lookup value ('Exclude from Project') is used by PIAB to flag whether a document is excluded from the export to a web page. If you modify this value then this feature will no longer work.