Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

How do I change the status of my project?

This article will summarize how to update a project's status to manage its visibility for your team.

Overview & Explanation

Managing the status of your project allows you to control exactly what your team sees in the field. By switching a project between Upcoming, Active, or Complete, you ensure that workers are only submitting information for the right jobs at the right time. This keeps your records organized and prevents data from being logged against finished or unstarted work.

How It Works (Step-by-Step)

  1. Navigate to Projects: Click on the Resources dropdown menu on the left-side toolbar and select Projects.

  2. Select the Project: Find the project you wish to update from your list and click on it to open the details.

  3. Click the Edit Icon: Locate the Pencil Icon in the top right corner of the screen to unlock the project settings.

  4. Change the Status: Click the Status dropdown menu and choose the appropriate stage:

    • Upcoming: Use this for jobs that haven't started yet.

    • Active: Use this for jobs currently in progress.

    • Complete: Use this for finished jobs you want to archive.

  5. Confirm: Save your changes. If you select Complete or Upcoming, the project will no longer appear as an option for workers in the mobile app.

Use Cases and Benefits

  • Job Preparation: Set a project to Upcoming while you upload documents and set up tasks, ensuring workers don't see it until you are ready for them to start.

  • Cleaning Up the App: Mark finished jobs as Complete so workers don't have to scroll through a long list of old projects to find their current site.

  • Data Integrity: Prevent workers from accidentally submitting timecards or forms to a job that has already been closed out.