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Set a custom condition as the default for projects

If the Condition Type of a project is set to Progress Status instead of Manual, ÃÛ¶¹ÊÓƵ Workfront automatically displays one of three built-in default conditions on the project (On Target, At Risk, or In Trouble) as it progresses, as explained in Overview of Project Condition and Condition Type.

You can set your custom conditions as default conditions instead of using these three built-in default conditions. For example, you could change the On Target default condition to display as Tracking Well in all projects.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

table 0-row-2 1-row-0 2-row-2 3-row-2 layout-auto html-authored no-header
ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

Or

Current: Plan

Access level configurations System Administrator

For more detail about the information in this table, see Access requirements in Workfront documentation.

Set a custom condition as a default condition for all projects:

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Project Preferences > Conditions.

  3. Click the Project tab.

  4. Click Set Default Conditions.

  5. In the drop-down menu next to the default condition you want to change, click the custom condition you want to use instead.

  6. Repeat the previous step for any other default condition you want to change.

  7. Click Save.

For information about setting a custom condition as a default condition for tasks and issues, see Set a custom condition as the default for tasks and issues.

For information about setting up a project so that users can update it’s condition manually, see Update Condition for tasks and issues.

For information about custom conditions, see Custom conditions.

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