Marketing
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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.
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Preliminary
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The phase is not ready for billing. Time and expenses can be entered
to the project but the client cannot be invoiced.
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Active
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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.
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Hold |
Time and expenses cannot be entered to the phase. The client cannot be invoiced. |
Work hold
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Time and expenses cannot be entered to the phase. The client can be
invoiced.
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Billing hold
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Time and expenses can be entered to the phase. The client cannot be
invoiced.
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Closed
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The phase is complete, but you still want to include it in reports.
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