Introduction

Every project has a lifecycle status that reflects its current stage. Status transitions control what actions are available, trigger email notifications to clients, and determine what client portal users can see.

Project Statuses

Status	Description
Draft	Initial state. The project is being configured. Not visible to client accounts.
Planned	The project is scheduled and ready to begin.
Active	The project is in progress. Testing and finding documentation are underway.
Paused	Work is temporarily suspended.
Completed	All work is finished and deliverables are ready.
Canceled	The project was terminated before completion.
Reopened	A completed or canceled project has been reopened for further work. Resets to Draft.

Status Transitions

Action	From	To	Sends email
Plan	Draft, Reopened	Planned	Optional (to client recipients + engaged consultants)
Activate	Planned, Paused	Active	Optional (to client recipients)
Pause	Active	Paused	Optional (to client recipients)
Complete	Active	Completed	Optional (to client recipients)
Cancel	Any	Canceled	Optional (to client recipients)
Reopen	Completed, Canceled	Reopened → Draft	No
Set to Draft	Any	Draft	No

Email Notifications

Email notifications are sent only when the Send email option is enabled during a status transition. Recipients are the client's configured email recipients list.

Client Portal Visibility

Client accounts cannot see projects in Draft status. All other statuses are visible in the client portal (subject to the user's client membership).

Status History

Each status change is recorded with the user who made the change and a timestamp. View the status history from the status popover.