If your project is appearing in the "Not Started" list in Upvise, it’s likely due to the project’s start date configuration. Here’s how this works:
How the Start Date is Set
When you set a project start date in Workbench, it is configured under the References and Dates section in Job Maintenance. This start date automatically syncs to Upvise and determines when the project becomes active.
Why Projects Appear in the "Not Started" List
Future Start Date:
If the start date is set for today or any future date, the project will be classified as "Not Started" in Upvise.
It will remain in the "Not Started" project list until the specified start date passes.
Transition to Active:
Once the start date has passed, the project will automatically move from the "Not Started" list to the live project list, where it will be accessible as an active project.
Example Scenario
For example, if you set the start date to 25 January 2026, the project will appear in the "Not Started" list until that date. On 26 January 2026, it will transition to the live project list.
My workbench job has no Start date
Jobs with no start date defined in workbench will sync to upvise as a project with the start date set to today. This will appear as "Not Started" until the date lapses.
How to Check or Adjust the Start Date?
If the Project has synced to Upvise, you will need to edit the start date in Upvise to force the project to appear in your active list.
- go to Projects module
- Select the project
- edit the project
- Change the "START DATE" to a past date
- click SAVE
- the project will move from "Not Started" and display in your project list.
If you are in the process of creating a NEW workbench Job:
Go to the Job Maintenance section in Workbench.
Open the Job and navigate to References and Dates tab.
Update the start date as needed.
Select the "Sync to upvise" flag on the job maintenance screen
Allow the system to sync the updated date with Upvise.
If you have additional questions or need further assistance, please contact support.