Purpose
Track the status of multiple projects in a central overview page.
Instead of manually updating overview tables, each project page stores its own status.
The overview page automatically collects and displays the current state of all projects.
Typical benefits:
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Management overview
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No duplicated information
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Always up-to-date dashboards
Result
Each project page contains a status selection.
A central overview page displays all projects and their current state automatically.
Project Status Overview | Image
Setup
1. Create a status set
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Open Easy Dropdown Menu → Global Configuration
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Create a new status set called Project Status
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Add options such as:
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Planned
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In Progress
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Blocked
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Done
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2. Add the status to project pages
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Edit a project page
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Insert a Page Properties macro
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Inside the Page Properties macro insert a EDM Status Macro
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Select the set Project Status
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Select an option and save the macro
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Save the page
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Add a label for the page
Repeat this for all project pages.
3. Create the overview page
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Create a new page (e.g. Project Overview)
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Insert a Page Property Report macro
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Select the label used for your project pages
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Publish the page
Best Practice
Give all project pages the same label (for example project) so the report can collect them automatically.