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Change Your Project's Stage of Construction

Objective

To change your project's stage of construction to reflect its most current stage.

Background

Changing your stage of construction is not only important for your records and organization, it is also important to enable certain functions, like the ability to bid. In the case of bidding, your bidders will not be able to submit a bid on your project unless you are in a stage of construction that allows for this. Typically, only the bidding stage allows for bids, but you can also add a custom stage of construction that allows for bidding. See Add Custom Project Stages to Your Company for more information on how to do this.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Admin tool.
  • Requirements:
    • Subcontractors can only submit bid on projects when the project is set to the 'Bidding' stage. 

Steps

  1. Navigate to the project's Admin tool.
  2. Under 'General Project Information' scroll to 'General Project Settings'.
  3. Select the stage of construction that your project is currently in from the drop-down menu next to 'Project Stage:'

    project-stage2015-05-27_14-11-24.png
     
  4. Click Update.
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Last modified
14:55, 25 Oct 2016

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