Changing phase status
To change a phase status
- From the > Manage menu, click Project Command Center.
- In the project list at the top of the window, click the project of the phase you want to change .
- In the project tree on the lower left of the window, click the phase.
- 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. |
- Click Save.