How to update and use Project Statuses

How to update and use Project Statuses

Project Statuses help you track where each project is in your workflow.

Update a project’s status

- Open the project.
- Click the pencil icon next to the project name.
- Select the appropriate Project Status.
- Select a Project Status Detail.
- Click Save.

Project Status options

Sales phase

- Lead
- New
- Responded
- Engaged

- Opportunity
- Job Assessment
- Proposal Phase
- Client Review
- Contract Phase

Contract phase

- Design
- Contracted
- Planning
- Installation

- Staged
- In Contract
- Extended Staging

- Destage
- Planning
- In Progress

Inactive phase

- Closed
- Completed
- Cancelled
- Lost
- Disqualified
- Other

Helpful tips

- Keep the status updated as the project moves through your workflow.
- Use Closed | Completed when the project is finished and paid in full.
- Closed projects no longer appear in the Projects in Progress graph.
- Before closing a project, confirm that its inventory has been destaged and returned to the correct warehouse.