Projects are categorised by stage, which indicates the progress made. The stage will be updated automatically according to the phase your project is in.
You can also adjust the stage manually following the steps below:
Step 1: Hover over the project title.
Step 2: Click on the three dots that appear next to it.
Step 3: Select "Edit Project.”
Step 4: Choose the stage that better represents the point your project is at.
Step 5: Save your changes.
The stages are:
Not started: appears as soon as you create a project.
Planning: when you start working on a project.
Bidding: when you start the tendering process.
Approval: when the RFA is approved.
Execution: appears once you are executing a contract.
Additionally, there are three stages that you must conclude manually:
Completed: when the project is finished.
On Hold: when, for any reason, you need to postpone your project execution.
Cancelled: when you cancel the entire project
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