Understand project stages and status
How the eight milestone stages, template phases, tasks, and project status relate.
Milestone stage and project status answer different questions: stage says where the work is; status says whether the project has started, is active, is on hold, or is complete.
The eight milestone stages
SunrAI's canonical install stages are:
- Pre-contract — handoff or imported pre-contract state; pre-financing work remains in SoCap
- Design — site assessment, design, and engineering work
- Permitting — AHJ and interconnection approval work
- Equipment — procurement and material readiness
- Installation — construction and installation work
- Inspection — inspection and commissioning work
- Activation — PTO, activation, and final handoff
- Complete — completed operational lifecycle
An external integration can map its own stage names to these keys. A team's milestone template can also provide the labels and descriptions shown in the project milestone control.
Template phases and tasks
A project template copies concrete phases and tasks into a new project. Those phases are the team's actual checklist of work; they are not the same thing as the eight canonical milestone keys.
When milestone auto-advance is enabled, completing mapped project phases can advance the milestone. When it is disabled, an authorized operator can update the milestone from the project's settings page.
Project status
- Not Started — no qualifying work activity yet
- In Progress — tasks or other qualifying project activity have started
- On Hold — manually paused; this value is preserved by automatic status derivation
- Completed — all active project tasks are done, or a completed synced project remains complete
Status can be derived again as tasks and project activity change. Treat tasks, phases, and the milestone as the durable record of progress instead of using a status label as a substitute for completed work.
Where to look
- Projects — list, board, map, analytics, and timeline views; filter by status or milestone where available
- Project → Tasks — the project's copied phases and tasks
- Project settings — milestone control, auto-advance setting, and reusable templates
- Project → Activity — recorded project activity