The Project Status defines the current state of a project. Except for Estimate and Active, all other statuses are used for reporting and general information purposes only. A project's status can be changed from the Project Assignments view.
Estimate: Used when estimated hours need to be entered when preparing a project budget. When the project status is set to Estimate, all assignments for that project are available for time and expense entry.
Quotation: Used to prepare a project for approval by the client before it can be activated. When set to this status, a project will not be available for time or expense entry.
Active: Used to activate the project for time and expense entry. When the project status is set to Active, estimated hours can no longer be edited and all assignments for that project are available for time and expense entry.
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Note: A Project Planning tool project set to Active status can still have its estimated hours modified. |
Rejected, Terminated or Finished: When set to any of these options, a project will not be available for time or expense entry.
The project status names can be customized to better fit your company's terminology.