Active Projects

Open Projects > Active Projects and click a project number to view it. A project may be created directly or from an accepted quote. Adding projects and updating them are separate permissions.

Maintain the details and stages

On the first tab, check the client, project owner, address and status, then click Update Project to save changes. The project status Completed or closed is separate from a stage's Completed status. Only the saved project owner can set the project or its stages On hold; administrator access does not override that ownership rule.

Open Stages to manage the work:

1. Click the plus button to add a stage, or click its stage number to edit it.
2. Set its title, description, price, Quoted Hours, Stage Owner and status.
3. Use Non-fee earning for work that should not require an invoice. This forces the stage price to zero. An ordinary zero-priced stage remains invoiceable.
4. Save the stage. Where drag handles are shown, drag them to reorder stages; changes save automatically.

Completing a stage fills a missing start date with today. Setting a stage to Not started clears its start and completion dates. Add stage dates for milestones and reminders; use midnight for an all-day calendar entry. Check their reminder and public settings separately.

Keep the project records together

Use Files to upload documents. Public allows the client to view a file; Co-consultants allows project consultants to view it. These are separate sharing choices. Select file checkboxes for bulk download or deletion where available.

Use Invoices to create an invoice from eligible completed stages and uninvoiced expenses; invoice visibility and creation require their respective permissions. Use Comms for client messages, Co-consultants for external work, Submissions for submission records and Call Log for calls.

Before archiving, complete every stage and ensure each nonzero-priced stage has a valid invoice. Archived projects are read-only until explicitly unarchived. See Archived Projects.