Project stages

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing

Project stages are designed to reflect the state of the project as it progresses. Customizations can be used to automatically update the stages with business process flows, Power Automate, or plug-in extensions.

The following stages are defined in the default business process flow:

• New
• Quote
• Plan
• Deliver
• Complete
• Close

New

When you create a project, the project stage is set to New. If the project was created from a template, it might have schedule, estimate, and team data. Otherwise, it's an outline of the project, and the remaining components must be entered.

Quote

When you associate a project with a quote, or when you create a project from a quote, the project stage is set to Quote, and the estimated start and end dates are updated. While the project is in the Quote stage, the Sales tab on the Project Entity page shows details of the quote.

Plan

When you win a quote that is associated with a project, and the project is moved to the Contract phase, the project stage is updated to Plan. While the project is in the Plan stage, the Sales tab on the Project Entity page shows details of the contract.

Deliver

When the project plan is completed, and you're ready to start the project, the project manager should update the project stage to Deliver to show that the project has started.

Complete

When the work for the project is completed, the project manager can update the stage to Complete. By updating the project stage to Complete, the project manager indicates that the work is 100-percent completed, but that the project is being kept open so that any pending time or expense entries can be recorded.

Close

When all transactions are recorded for the project, the project manager can update the stage to Close. At that point, no transactions can be recorded, and the project is set to read-only.