Project Statuses

Projects in DrillerDB follow a status workflow that tracks each job from quote through archive.

Quick Start: Project Workflow

Standard progression:

Proposal -> Open Job -> Complete -> Closed

Status Overview

Detailed Status Guide

Proposal Status

Use Proposal while building and sending quotes.

Common actions:

• Edit pricing and line items
• Send proposal to customer
• Convert to Open Job

Open Job Status

Use Open Job once field work is active or ready to be scheduled.

Common actions:

• Assign crews and scheduling details
• Submit field reports
• Mark project Complete

Open Job Priority Values

Open Jobs support numeric priority values displayed as:

Complete Status

Use Complete after primary work is finished.

Common actions:

• Final documentation updates
• Billing closeout steps
• Move to Closed when fully complete

Closed Status

Use Closed for archived projects.

Common actions:

• Reopen (admin workflow) when a correction is needed
• Keep record for history and reporting

Step-by-Step: Change Project Status

1. Open the project
2. Locate the status controls
3. Select the target status
4. Confirm the status change
5. Verify the new status is saved

Transition Rules

Typical transitions:

Do not skip directly from Proposal to Complete.

Work Orders

Work orders are service-oriented records and can use a related status flow in work-order screens. See work-order docs for service-specific behavior.

Notifications and Reporting

Status changes can affect:

• Notification visibility
• Status counts in dashboards
• Project filtering in lists/maps

Troubleshooting

Can't change status?

• Check role permissions
• Confirm required fields are complete
• Refresh and retry

Status looks incorrect?

• Reload the project
• Review activity history
• Ask an admin to verify transitions

Related Topics

• Creating Projects - Start new projects
• Project Details - Project information
• Scheduling - Assign crews
• Activity Log - Track changes