Changing project status

To change a project status

  1. From the > Manage menu, click Project Command Center.
  2. In the project list at the top of the window, click the project you want to change.
  3. 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.

CRM only: When you select a status of Closed for a project, the project will sync to CRM one final time regardless of the Sync to CRM option setting. The Sync to CRM option will then be deselected after the final sync if it is selected. The Sync to CRM option can be reselected in the PCC if further changes on the closed project are needed. It will only be included when Sync to Closed Projects is selected during a manual sync.

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.
  1. Click Save.