Change a project's status

Move a project forward, put it on hold, or close it out — and how the lifecycle updates.

Updated1 min readprojects

Status is a single field. The lifecycle rail derives milestone state from it.

Statuses

  • Not started — created but no work has happened yet
  • In progress — active, lifecycle milestones updating normally
  • On hold — paused for a documented reason; Pip/Cash stop chasing
  • Completed — installed and PTO'd; only AR + activation tracking remain

Steps

  1. Open the project

    Click any project from the list or dashboard strip.

  2. Click the status pill

    Top-right of the project detail. A dropdown appears.

  3. Pick the new status

    For On hold, you'll be asked for a reason — it shows up in the audit log.

What the Buddies do when you change status

ChangeEffect
→ On holdPip stops permit/IC chasing. Cash stops PTO/AR chasing. Quinn still flags data gaps.
→ In progress (from hold)All chasers resume. Suppression reasons cleared.
→ CompletedCash starts the AR digest. Pip/Quinn quiet down.

Reversibility

Status changes write to agent_writes with a 24h undo. Open the project's Activity tab and click Undo next to the change.