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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 main stati "Potential", "Open", "Closed" and "Deleted".
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.
The project has not yet been initiated but is speculatively being developed.
The first phase of contact with the customer to capture a lead.
The customer checks the qualification and capacity of the provider.
The process of writing up a quote.
- Quote Out
Waiting for the customer to sign the project.
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.
Project has been initiated
This status documents why or how a project was terminated. "Closed" is used as a constant in many parts of the system as a hard coded constant, so you should not modify this status. A project may be closed in several different ways:
The customer didn't sign the contract. We lost the project before it went into the "Open" status.
We have successfully delivered the project. This status is the signal to the accounting department that invoicing can start.
The invoice has left the company.
Creating the project was a test or an error, or the project had to be deleted for other technical reasons.
Technically all data remains in the system but reports and other features do not consider any data related to deleted projects.
Either the provider or the customer has canceled the project, even though it already reached the status "Open" at some moment.
First idea of a project has been created.
The customer is inquiring for more data.
The customer is interested but needs to clarify the capabilities.
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:
The customer has declined on a quote, but there is still a chance to win the project with a new quote.
There is no chance anymore to get forward with the project.
The project is being executed.
The project has been delivered to the customer.
The project has been canceled during the execution.
Invoicing and Payment
An invoice has been sent to the customer.
- Partially Paid
We have received some money, but not the whole amount.
The project has been successfully closed
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
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