Activate and Complete a Project
A project moves through statuses as work progresses. This guide covers the main transitions: activating, completing, and cancelling.
Activating a project
Section titled “Activating a project”When a project is in Draft Project status, activate it to signal that work has begun.
- Open the project.
- Click the Activate Project button.
- Confirm the action when prompted.
The project status changes to In Progress. Team members can now log time and update tasks.
Marking a project as completed
Section titled “Marking a project as completed”When all work is done:
- Open the project (it must be In Progress).
- Click Mark Completed.
- Confirm the action.
The project status changes to Completed.
Cancelling a project
Section titled “Cancelling a project”If a project will not go ahead:
- Open the project (it can be in Draft Project or In Progress status).
- Click the Cancel button.
- Confirm the action.
The project status changes to Cancelled.
Note: Cancelling a project does not delete it — the record and its history are kept.