Project Status
Allows to follow-up on the development of a project through several
phases of the project lifecycle.
Presales Stati:
- Potential: First idea of a project has been
created.
- Inquiring: The customer is inquiring for more
data.
- Qualifying: The customer is interested but
needs to clarify the capabilities.
- Quoting: Preparing a quote for the customer.
- Quote Out: The quote has been send to the customer,
but no reply has been received yet.
Negative Replies from Presales:
- Declined: The customer has declined on a quote,
but there is still a chance to win the project with a new quote
.
- Deleted: There is no chance anymore to get
forward with the project.
Project Execution Stati:
- Open: The project is being executed.
- Delivered: The project has been delivered to
the customer.
- Canceled: The project has been canceled during
the execution.
Invoicing and Payment
- Invoiced: An invoice has been sent to the customer.
- Partially Paid: We have received some money,
but not the whole amount.
- Closed: The project has been successfully closed
|