Change a project's status
A project’s status shows where the work stands. You can change it at any time, in either direction.
Who can do this: Admin, Manager
Project statuses
Section titled “Project statuses”Most projects move through these in order:
SOW Received, Under Review, Bidding, Proposal Drafting, Proposal Sent, NTP Received, In Progress, Work Complete, Closed
These four sit outside that path:
| Status | Use it when |
|---|---|
| Revision Requested | The tenant asked for changes to your proposal |
| Proposal Rejected | The tenant turned your proposal down |
| On Hold | The work is paused |
| Cancelled | The work won’t happen and you want to keep the record |
Change the status from the project
Section titled “Change the status from the project”-
Open the project and select Change status.
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Choose the New status.
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Add a Note if it helps. It appears in the project’s Activity tab.
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Select Update status.
Drag a card on the board
Section titled “Drag a card on the board”Drag a card to another column. On a phone, press and hold the card first. The Change status dialog opens with a status already chosen, and you can pick a different one before you select Update status.
| Column | Status chosen for you |
|---|---|
| Intake | Under Review |
| Bidding | Bidding |
| Proposal | Proposal Drafting |
| NTP / SLA | NTP Received |
| In Progress | In Progress |
| Closed | Closed |
| Parked | On Hold |
Move the status when you log a document
Section titled “Move the status when you log a document”When logging something implies a new status, the form shows Also move the project to that status. It’s ticked by default, and you can untick it. It only moves a project forward.
| What you log | Moves the project to |
|---|---|
| A bid | Bidding |
| A proposal marked Sent | Proposal Sent |
| A proposal marked Revision Requested | Revision Requested |
| A proposal marked Rejected | Proposal Rejected |
| An NTP, LA or SLA | NTP Received |
The option doesn’t appear if the project is already past that stage, or if it’s On Hold or Cancelled. Marking a proposal Accepted doesn’t move the project. Logging the NTP does.
Every status change counts as activity on the project. The days a card shows in a stage, and whether it counts as stalled, are measured from the last status change.