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Project Stages

Required Permission
Manage Company Settings - You must have the Manage Company Settings permission to access this setting.

Configure the pipeline stages that projects move through in your workflow.

Stages are configured under Settings > Projects > Stages, which holds the sale, design, and production stage pages. Their menu labels follow your company's field labels for each stage type.

Overview​

Project Stages are the steps that projects progress through, from initial lead to completed job. You define these stages to match your business process. There are three stage types, each representing a different phase of the project lifecycle:

  • Sale Stages - Track opportunities from lead to sold
  • Design Stages - Track the design process
  • Production Stages - Track construction/production work

Stages vs Boards​

Stages and Boards are different concepts:

StagesBoards
Pipeline steps projects move throughVisual displays that show your projects
Configured here in SettingsConfigured when creating/editing a board
Define your workflow processCan show any combination of stages

You configure stages once to define your workflow. Then you can create multiple boards that display projects in different ways - filtering by stage, grouping by stage, or showing projects from any stages you choose.

Stage Types​

Sale Stages​

The pipeline steps for tracking opportunities. Includes probability percentages for forecasting. Configure in Sale Stages.

Design Stages​

The workflow steps for the design process. Configure in Design Stages.

Production Stages​

The steps for tracking construction/production work. Configure in Production Stages.

Common Configuration Options​

All stage types share these options:

  • Name - Display name for the stage
  • Order - Sequence in the pipeline (drag to reorder)

Sale Stages also include:

  • Probability - Win percentage for forecasting
  • Status Type - Open, Won, Lost, or Deferred
  • Drop Off - Remove projects from pipeline after a configured period
  • Trigger Won - Mark project as won when moved to this stage
  • Stage Reasons - Capture why projects move to this stage

Settings in This Section​