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Add New Project Status

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By default, the CRM ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with a simple action hook to fit your needs.

The statuses Not Started and Finished are core statuses and should remain untouched in order for everything to work well.

We assume that you have some basic knowledge of reading php code for this article but won’t be that hard if you don’t have one. You can just copy and paste the code and adjust the keys for your needs (see below keys explanation).

In this example, you will add 1 new project status with the name Planning

In application/helpers create file my_functions_helper.php and add the following code:

<?php

hooks()->add_filter('before_get_project_statuses','my_add_custom_project_status');

function my_add_custom_project_status($current_statuses){
    // Push new status to the current statuses
    $current_statuses[] = array(
           'id'=>50, // new status with id 50
           'color'=>'#989898',
           'name'=>'Planning',
           'order'=>10,
           'filter_default'=>true, // true or false
        );
    // Return the statuses
    return $current_statuses;
}
The ID for each status must be unique.
  • id – The id of the project status, it’s recommended to add a higher id number to prevent overlapping the default systems id’s for the project statuses. Eq now currently there is projects statuses with id 1, 2, 3, 4, and 5, and in the future, if new default project statuses is added with an id 6 and you already have injected your own status with id 6 can cause issues. It’s not recommended to change the ID after there is a project that is using the status id.
  • color – Color for this status in hex format.
  • name – The name of the status that will be displayed to users.
  • order – The order of the status.
  • filter_default – This option is used if you want to exclude the projects that are using this status by default to be included in the lists tables. Eq if this option is false when you access the projects lists area by default the projects that are using to this status won’t be shown and you will need manually to use the filters to include in the table.

After you adjust the code to fit for your needs save the file my_functions_helper.php and you will be able to see your new project status.

Project Status Planning
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