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Session Status Values

Reference for the five session status values, their meaning, and their effect on scoring and budget calculations.

Status Meaning Counts toward budget? Counts toward score?
Backlog Captured but not committed to a week. The session exists as an intention. No No
Planned Committed to a scheduled date. Reflects an intention to work on the project this week. Yes (as planned time) Yes (as a planned session in the denominator)
Doing Work is currently in progress. Yes (as planned time) Yes (as a planned session in the denominator)
Done Work is complete. Portfolio Manager records the completion timestamp. Yes (as done time) Yes (as a completed session in the numerator and denominator)
Cancelled Session was abandoned. Can be deleted. No No

Valid Status Transitions

Sessions can move between states as follows:

  • Backlog → Planned, Doing, Done, Cancelled
  • Planned → Doing, Done, Cancelled
  • Doing → Done, Cancelled
  • Done → (terminal; edit the session to change if needed)
  • Cancelled → (terminal; delete or edit to reactivate)