How to update the status of a Project
Opening, Closing, and Canceling Projects
An Overview of Project Statuses
- Queued - the default status when the project file has been created
- Open - when an actual start date is added to a task within the project, the project status automatically turns to "Open"
- Closed - when all tasks and subtasks are completed, the project will automatically turn to "Closed"
- Canceled - applied when a contract is nullified.
How to update Project Statuses
- When users create a project, by default, the project status will be "Queued".
- From here, adding an "Actual Start" date to a task will automatically "Open" the project.
- To close a project:
- Close all of the tasks and subtasks as you work through the course of the project.
- Force Close the Project. Within the project, click the action button and choose "Close Project".
- To cancel the project, go to the same Action button and choose "Cancel Project":
