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Applying a Pipeline to a Project

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To apply a Pipeline to a Project, open the Info tab and select the Pipeline field.  You can then select the Pipeline you’re looking for from the dropdown.

Project Pipeline Selection LoTops CRM

Once you select the Pipeline you want, it will be applied to the Project.  The Tasks of the first Stage will be automatically created and assigned to the designated users.

A visual Pipebar will be created with the same number of sections as there are Stages in the Pipeline.  The Pipebar is an easy way to quickly track the progress of a Pipeline.

The fields for Start and Due Dates and Assignees will become read-only and will be automatically updated based on the current Stage of the Pipeline.

All individual Stage Due Dates and the Project Due Date are calculated from the date the Pipeline is assigned to the Project.  These dates do not change even if individual Stages take longer than prescribed (are finished late).

If the current Stage of your Pipeline has gone beyond the Due Date designated for it (that is, not all of the Tasks of the Stage have been completed by the due date), the Pipebar will switch from green to red.

When all of the Tasks in the final Stage of the Pipeline have been completed, the Project will be marked as ‘complete’ and removed from the listing of active Projects.