Want to add on hold state on project form or what is best practice to do this.

[Anmol123]

I have requirement where i want to configure on hold state on project form I want to know what is best practice to do this.

[Bhuvan]

@Anmol123 

Project table State field is derived from Task table choices

To add a new State field value to Project table without impacting task table choices, right click State field -> Configure Choices and add new choice for the specific table 'Project'

If this helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

[Ankur Bawiskar]

@Anmol123 

what did you start with and where are you stuck?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Anmol123]

I have tried adding on hold as state value for that I we need to add it in state bucket so I added it in WIP bucket but when I tried to move pending/open project to on hold then it is moving task into on hold. for that I have added on hold state on project task also it is working fine but when I am moving project from on hold to pending/open state in WARNING is coming "Updating project state from Work In Progress to Pending or Open is not allowed. Update all tasks state to Open to set project state to Open." again I have configure BR for this so I want Best practise for adding on hold feature with minimum customization.

[kaushal_snow]

@Anmol123 ,

We don’t have an oob on Hold state for Projects, so the recommended best practice is to not modify the built in State field but instead add a custom checkbox (e.g. On Hold) or a sub state field on the pm_project table, and then handle your on hold logic (validation, filtering, reporting) based on that custom field rather than interfering with the core state calculations..

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