ConnectWise: Custom Status Mapping

With the release of Moovila Version 41.0, custom status mapping functionality is introduced for the ConnectWise integration in waves. Once your organization has been notified that this functionality is available, the ConnectWise integration admin must follow the steps detailed in the video below to update/review/confirm status mapping via the configuration wizard. Upon completion of the wizard, custom status functionality will be made available to all users.

General details surrounding the difference between the previous status mapping and the latest version can be found below:​

• There will no longer be a status-to-status mapping, rather a selection of how to treat each ConnectWise status. These will now be called "status categories”. For each status in ConnectWise, the integration admin will define the associated category. These status categories in Moovila drive business rules in Critical Path engine, percent complete calculations, resource capacity metrics, etc.

• A “Default” status within each category (to which statuses have been applied) will be required. The first status that is dragged into the category will be marked as default, but can be changed if needed.

• There is no longer an explicit selection for a “Default” status to be used if something isn’t mapped as they previously did. The default will ALWAYS now be associated to the Not Started Category for tasks and In Planning Category for projects.

Task Status Mapping​

• Each Project board will have an individual mapping to apply all statuses to an associated category. To ensure Moovila operates properly with various business rules:​

  • For Task Statuses- A status MUST be mapped to a “Not Started”, “In Progress”, and “Complete” state.

• Project Board configuration has been altered for a cleaner experience to allow managements of project boards in a list view. 

• Default Project Boards will still be set and one will be required (to know which status group should be the default when creating new projects/tasks). Only one Project Board can be set as the default.

  

• Project Boards will now have individual row mappings, and the associated mappings can be accessed by either “Add Task Status Mapping” (new customer or first time configuring after version 41.0 is released) or Edit Status mappings (after the new mappings have previously been saved).

• Statuses will be dragged/dropped to the associated “Category” mapping. The mapping will be pre-populated based on the existing status mappings for existing customers.
  

• Defaults can be selected for one status within each category mapping via the radio button.

• Validations will prohibit project board mappings from being saved without all the required categories (Not Started, In Progress, and Complete).
  

• All unmapped statuses (Either previously were not explicitly mapped or a new enterprise) will have those statuses in the “Not Started” category.

Project Status Mapping:

• For Project Statuses- A status MUST be mapped to an “Planning”, “In Progress”, and a “Complete” category.​​​

• Similar to task statuses, Project statuses will be set in the same manner. This is ONE list for ConnectWise.
  

• Statuses are dragged/dropped to the correct categories and a Planning, In Progress, and Complete category must have at least one status included.

• Defaults work in the same manner, and validations also occur on this page prior to saving to ensure the correct mappings​
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