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, Microsoft Power Automate, or plug-in extensions.
The following stages are defined in the default business process flow:
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 is an outline of the project, and the remaining components must be entered.
Watch the following video for a demonstration of how to create a project.
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.
Watch the following video for a demonstration of how to create a project sales quote and map a project.
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 Project entity page shows details of the contract.
Deliver – When the project plan is completed, and you are ready to start the project, the project manager should update the project stage to Deliver to show that the project has started.
Need help? See our troubleshooting guide or provide specific feedback by reporting an issue.