A project is a single commercial transaction with a customer, followed through the entire engagement. A project passes through a series of statuses. A project normally starts at the enquiry status and then passes through a series of other statuses until completed or cancelled. The project lifeline is the series of statuses that a project moves through on its way to completion. A lifeline displayed on the project editor shows these statuses:
There are additional statuses if the project is stopped early for some reason (e.g. estimate is rejected). The full list of statuses is:
| Status | Description |
| Enquiry | A request for tender has been received from a customer but has not yet been acted on. |
| Enquiry Declined | A decision was taken not to estimate for the work - the reason for this can be recorded and a letter sent. |
| Estimating | Actively
estimating the work. From now on a project can have one or more associated estimates. |
| Awaiting Acceptance | An estimate has been sent off and we are awaiting the decision of the customer. |
| Estimate Rejected | The customer rejected the estimate ( the reason for this can be recorded) and the project is closed. |
| Awaiting Work | The customer has accepted the estimate but work has not yet commenced. Tasks can be added to the project but not started. Purchase items can be ordered for these tasks. |
| Contract Cancelled | The contract has been cancelled for some unforeseen reason and the project is closed. This option is available throughout all remaining stages of the project. |
| Work Ongoing | Work has started. Note that in the case of projects involving docking a vessel, docking dates are completely separate to the project stages. During this time the the project's tasks can be started and manhours assigned to them. Purchase items can continue to be ordered for these tasks. Optionally, tasks can be priced. |
| Creating Invoice | Work is over. All tasks must be complete or cancelled. Hence no more manhours can be assigned (though manhours for previous days can still be recorded). Purchase item data can be completed and the invoice generated. Tasks can be priced. |
| Awaiting Payment | The invoice has been sent and payment is awaited. This period lasts whilst any negotiation is carried out and may include multiple invoices being sent. Though new costs cannot be added prices can be modified and new invoices calculated. |
| Contract Completed | All outstanding invoices have been paid and contract summary information can be generated. |