Project Statuses

Step-by-step guide to project status flow and transitions

Project Statuses

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

Every project also carries a priority, which is a separate thing from its status. Status says where the job is in the paperwork: quote, active, finished, filed away. Priority says how ready the job is to work right now. A job can be an Open Job that is Not Ready because the customer is not ready for six months, or an Open Job marked Emergency because somebody is out of water.

"Ready" is a priority, not a status. If you are looking for Ready in the status list, that is why you cannot find it. See Priority below.

Quick Start: Project Workflow

Standard progression:

Proposal -> Open Job -> Complete -> Closed

Status Overview

Status	Meaning
Proposal	Quote stage project
Open Job	Active work stage
Complete	Work finished, ready for closeout
Closed	Archived project

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

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

Priority

Priority is how you sort out what to work on today. It is separate from status, and a project keeps its priority no matter what status it is in.

Priority	Value	What drillers use it for
None	0	No priority set. This is the default, and it is also how you clear one.
Not Ready	1	Real job, not workable yet. The customer is not ready for six months, or you are waiting on a permit.
Almost	2	Close. Waiting on one last thing before it can be scheduled.
Ready	3	Ready to schedule and drill.
Emergency	4	Drop everything. The customer is out of water.
On Hold	5	Stopped for now, and not coming back soon. Money, weather, a dispute.

Where you see priority

Projects list. Each row shows a colored priority chip.
Job map. Markers are colored by priority.
Project page. The General Info card shows the current level.

Set the priority on a project

The fastest way works from the Projects list and works on any project:

Open Projects.
Right-click the job.
Point at Set Priority.
Click the level you want.

You can also set it on the project itself, but only while the job is an Open Job:

Open the project.
Find the General Info card.
Pick a level in the Priority dropdown.

The dropdown shows a colored marker next to each level. If you do not see a Priority dropdown in General Info, the project is not an Open Job. Use the right-click menu instead.

Find the high-priority work

Open Projects.
Set the Priority filter to the level you want, such as Emergency.
The list shows only jobs at that level.

Filter to Emergency to see the out-of-water calls, or to Not Ready to check what you are still waiting on.

Clear a stale priority

Set the priority to None. This is worth doing on jobs you have finished: a job that was marked Ready in the spring still shows a Ready chip after it is Complete, and that makes the list harder to read. Right-click the job and set Set Priority to None.