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Changing phase status

  1. From the Setup menu, click Projects.
  2. In the project list at the top of the window, click the project of the phase you want to change .
  3. In the project tree on the lower left of the window, click the phase.
  4. On the General subtab of the Project Info tab, in Status field, click and select a status for the phase. You can change it at any time during the project lifecycle.  

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 phase. The client cannot be invoiced. When the status of the phase is Marketing, Ajera automatically sets the billing type to Marketing.

Preliminary

The phase is not ready for billing. Time and expenses can be entered to the project but the client cannot be invoiced.

Active

The phase is active. Time and expenses can be entered to the project. The client can be invoiced. Ajera enters a status of Active until you change it. 

Hold Time and expenses cannot be entered to the phase. The client cannot be invoiced.

Work hold

Time and expenses cannot be entered to the phase. The client can be invoiced.

Billing hold

Time and expenses can be entered to the phase. The client cannot be invoiced.

Closed

The phase is complete, but you still want to include it in reports.

  1. Click Save.

See also

Changing project status

 

 

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