The 8-step project lifecycle

Every project moves through the same 8 milestones. The dashboard lifecycle strip shows you where each one is in one glance.

The milestones

1. Import — project arrives from your sales system, fully populated
2. Data complete — anything missing is requested in plain English, once
3. Permit submitted — filed against the right AHJ
4. Permit approved — Pip chases stuck applications past local median × 1.5
5. Install scheduled — Cal proposes a slot from crew availability
6. Installed — required photos collected on-site; gaps flagged before the truck leaves
7. Inspection passed — T-3 readiness scan against playbook; commission books automatically
8. PTO granted — utility chased to interconnection; customer notified; project closes

How the rail reads

• 🟢 Green check — milestone complete
• 🟠 Amber pulse — current milestone (in progress or stalled)
• ⚪ Hollow circle — upcoming

Where you see it

• Dashboard top strip — top 3 active projects, full lifecycle each
• Project list — each row has an inline 8-dot rail
• Project detail — the canonical view with dates against each milestone