How To Update the Pipeline-Project Status

This article gives a general overview of the Pipeline Tab and how to update statuses of Projects.

Updating the Project Status Overview

There are two ways to update the status of a project.

1. On the Projects tab by clicking 'Actions' (see Projects Tab Overview article)
   
2. Using the Pipeline View Tab
   

Pipeline View Tab

Sorting Projects

Use the various fields to find the project you need to update

The project list header allows you to further filter:

• Proj. Name will sort alphabetically from A to Z or Z to A.
• Market - will sort alphabetically by market type
• Created - will sort from newest to oldest or oldest to newest when the projects were created
• Exp. Order - will sort by expected order date
• Orig. Exp. Order - will sort by the original expected order date
• Probability -  will group projects by probability of high, medium or low
• Status -  will group projects by status of Active, Ordered, Lost or Cancelled

Update the Project

Updating the Expected Order Date:

1. Clicking on the project name will bring up the project where you can update using the 'Expected Order Month' and 'Expected Order Year' fields:
   
   
2. Clicking on the Expected order date brings up month and year choices
   

Updating the Probability:

• Select High, Medium or Low

Updating the Status:

• Select Active, Ordered, Lost or Cancelled
• Choosing 'Lost' or 'Cancelled' will display a Close Project Screen
  • Answer the questions and choose Submit