In the project list at the
top of the window, click the project you want to change.
On the General
subtab of the Project Info tab,
in the Status field, make a selection:
Status
Description
Marketing
unavailable in ajeraCore
You want to track BD efforts and win rates, and
project your pipeline. Time and expenses can be entered to the project.
The client cannot be invoiced.
Preliminary
The project is not ready for billing. Time and expenses can be entered
to the project but the client cannot be invoiced.
Active
The project is active. Time and expenses can be entered to the project.
The client can be invoiced.
unavailable in ajeraCore - Ajera enters an invoice status
of Active and a billing review stage of Pre-review until you change them.
Hold
Time and expenses cannot be entered to the project. The client cannot
be invoiced.
Work hold
Time and expenses cannot be entered to the project. The client can be
invoiced.
Billing hold
Time and expenses can be entered to the project. The client cannot be
invoiced.
Closed
The project is complete, but you still want to include it in reports.
Note:
When you
select a status of Closed for a project, all phases for the project are
closed and any draft invoices are removed from the Manage Client Invoices
list.
Note:
If you want to apply a prepayment for projects with a status other than Preliminary or Active, you must open the client receipts by client and not by project.
If you want to enter a client receipt for projects with a status other than Preliminary, Active, or Billing Hold, you must open the client receipts by client and not by project.
