Intranet Project Status

­The project status category models the life cycle of a project from the preliminary acquisition and quoting phase onto the development and execution phase, and then finally invoicing the customer and receiving payment.

It is possible to extend the stati in this category.  However, you should not modify the three main stati "Potential", "Open" and "Closed".

Project Stati:

• Potential
• Open
• Closed
• Pre-Sales
• Pre-Sales Negative Reply
  
• Project Execution
  
• Invoicing and Payment 
• Constant Range

Potential

Potential stati refer to the sales and pre-sales phases of a project life cycle. During these phases, the sales team may have already logged hours and incurred other types of cost that need to be assigned to a project: but it is not yet clear if the customer will pay for these efforts.

The "Potential" status is used in many places in the system as a hard-coded constant, so please do not modify this status.  If necessary, you can disable this status.

• Potential­
  The project has not yet been initiated but is speculatively being developed.
• Inquiring
  The first phase of contact with the customer to capture a lead.
  
• Qualifying
  The customer checks the qualification and capacity of the provider. 
  
• Quoting
  The process of writing up a quote.
  
• Quote Out
  Waiting for the customer to sign the project.
  

Open

This status represents the execution of a project.  "Open" is used as a constant in many parts of the system as a hard coded constant, so you should not modify this status.

• Open 
  Project has been initiated

Closed

• Declined
  The customer didn't sign the contract. We lost the project before it went into the "Open" status. 
• Delivered
  We have successfully delivered the project. This status is the signal to the accounting department that invoicing can start.
  
• Invoiced
  The invoice has left the company.
  
• Deleted
  Creating the project was a test or an error, or the project had to be deleted for other technical reasons.
  
• Canceled
  Either the provider or the customer has canceled the project, even though it already reached the status "Open" at some moment.

Pre-Sales 

• Potential
  First idea of a project has been created.
• Inquiring
  The customer is inquiring for more data.
• Qualifying
  The customer is interested but needs to clarify the capabilities.
• Quoting
  Preparing a quote for the customer.
• Quote Out
  The quote has been send to the customer, but no reply has been received yet.

Negative Replies from Pre-Sales:

• Declined
  The customer has declined on a quote, but there is still a chance to win the project with a new quote.
• Deleted
  There is no chance anymore to get forward with the project.

Project Execution

• Open
  The project is being executed.
• Delivered
  The project has been delivered to the customer.
• Canceled
  The project has been canceled during the execution.

Invoicing and Payment

• Invoiced
  An invoice has been sent to the customer.
• Partially Paid
  We have received some money, but not the whole amount.
• Closed
  The project has been successfully closed

­ Constant Range

 category_id |  category
-------------+------------
          71 | Potential
          72 | Inquiring
          73 | Qualifying
          74 | Quoting
          75 | Quote Out
          76 | Open
          77 | Declined
          78 | Delivered
          79 | Invoiced
          81 | Closed
          82 | Deleted
          83 | Canceled

References

• Category List
  

Related Object Types

• Project

Related Categories

• Project Type
  

Related Tutorials

• Project Tutorials

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