Project Status

Project Status gives you an overview of the project you are managing. The status tells you whether your project is in draft, pending approval, published, in progress, or complete.

Below the status, you will see other actions you can take to manage your project. The available actions change based on your project's current status.

Publish a Project

Once you create an project, it saves as a draft. To publish your draft project:

  1. Go to Manage Opportunities, Pending, Edit Project to open Project Status.

  2. Submit your project:

    • If your organization requires approval, select Submit for Approval. You will receive an email advising that the event is under review.

    • If your organization does not require approval, select Publish.

Complete a Project

When your project has ended, you can mark it as complete. You can only complete projects that have the In Progress status. You cannot reverse this action.

  1. Go to Manage Opportunities, Pending, Edit Project to open Project Status.

  2. Select Complete.

  3. Select Complete Project.