Change the Project Status

Move the project through the project lifecycle.

In order for the changes in your project to take effect, you'll have to promote a revision of the project through the different states of the project lifecycle workflow to make a production solution. For more information, see Projects. You can change the status of a project in the project home.

To access the project home, on the navigation bar, click the Home button .

Prerequisites: If you're not the owner of the project, you must have the Edit or Share permission to perform the following tasks.

Tip: Want to customize the project lifecycle workflow to fit your team's review and publishing process? Contact Visier Technical Support to discuss options and request a custom profile.

Submit a project for approval

Submit a revision of the project for review and have it validated for release. Once the project has been submitted, it must be approved and released to production by another collaborator.

Who can use this feature?

Users with this profile additional capability: 

  • Approval

Not sure if you have this feature or capability? Reach out to your administrator.

  • Click Submit For Approval in the upper-right corner of the project home.

    Result: The project status changes to Approval and the project cannot be edited.

Validate a project

Approve or reject a project that has been submitted for approval.

  • Validate the changes contained in the project and do one of the following:
    • Approve the project and release these changes to production. For more information, see Publishing project changes.
    • Reject the project and stop these changes from being released to production:
      1. Click the More button  > Reject Project in the upper-right corner of the project home.
      2. In the Reject Project dialog, type a rejection reason and describe the revisions that need to be made, and then click Reject now.

        Result: The project status changes to Rejected and the project must be reopened before it can be edited.

Note:  

  • If you're collaborating with Visier on a project, let us know that you've validated and approved the project, and we will release the project into production on your behalf.

  • By default, Visier Technical Support users will not be able to release a project to production. As an administrator, you're responsible for validating and publishing any changes to the solution that we make on your behalf to production. If you want Visier Support users to publish approved projects on your behalf, you can turn on the Delegated Publishing option in the global workspace by clicking Settings > Publishing on the global navigation bar.

  • If you've rejected a project, we will reopen the project, make your suggested changes, and send it back to you for validation.

Archive a project

Archive a project for future reference or permanently delete a project.

Note: You can only archive a project that you own.

  • Click the More button  > Archive Project in the upper-right corner of the project home.

    Result: The project can no longer be edited or accessed by collaborators.

Reopen a project

Reopen a rejected or archived project to continue working on it and make it available to collaborators.

Note: You can only reopen a project that you own.

  • Click the More button  > Reopen Project in the upper-right corner of the project home.

    Result: The project can be edited and accessed by collaborators.

Delete a project

Permanently remove a project that is no longer needed.

Prerequisites: To perform this task, you must archive the project you want to delete.

  • Click the More button  > Delete Project in the upper-right corner of the project home.