Project Status

Modified on Mon, 5 Feb at 11:49 AM

Each Project has a status which defines the current state of its progress. All Projects will usually work their way through each bold status from New to Sent To Accounts in the order described below:

New	The initial status of all Projects. Indicates that a Project has not been signed off yet and has yet to have a Quote confirmed.
Confirmed	Confirming a Project indicates that it is going to go ahead as scheduled. If a Quote is Confirmed a Project will automatically become Confirmed. The Project can still be edited, should adjustments need to be made.
Completed	A Completed Project indicates that all the work has taken place. Quotes on the Project must be Completed or Cancelled, and Jobs must be Costed, No Charge or Cancelled.
Sent To Accounts	This is the final status of a Project, meaning it is completely finished with. In order to set the Project status as Sent To Accounts, Costing Rows must be Allocated to Accounts Transactions, and all Billing Approvals should be turned into Invoices, Reversals or Reconciliation.
Cancelled	Indicates that the Project is no longer taking place. Any associated Quotes, Jobs, and PO's must first be Cancelled, and any Media Records deleted.

Please Note: Our system has robust checks in place to prevent unauthorised changes to Project status; if you are unable to change the status of a Project, please use our Check Flags tool in the menu to see what steps must be taken or permissions are required to move the Project along.

Revert Project Status:

In the event you need to revert the Status of a Project, it is possible to work backwards through the order above. Typically, only Admin Users have the permissions required to do this, so please contact your local CETA Administrator.