Active project overview

When the job is confirmed update the project status to active, update the project details, and monitor the progress of the project or stage(s).

What is an active project?

Convert the project status to active once the project job is confirmed or the work has been won at proposal. After the project status has been updated to reflect the project is active, then check the project work breakdown to ensure that all of the stages and phases required are listed and reflect the required stage fee. Review the project structure overview below to learn more about project phases, stages and tasks. Follow the steps outlined below to update your project to active, and monitor the project work and then create project invoices.

Tip: Refer to the creating proposal projects overview for more details on setting up the project structure with phases, stages and tasks.