Projects
What is a Project?
Projects are a core aspect of the DesignSmart system. Projects are the design jobs that a design firm takes on. Projects generally are set up with the following types of information:
- Project Name
- Project ID
- The client associated with the project
- The project address
- The ship-to addresses for the project
- The designer(s) assigned to the project
Project Statuses
All projects have a project status. Below is a list of the standard statuses.
| Active | These are projects you are actively working on. Usually, they become active when the client accepts a proposal and the status is changed from Open to Active. If the project is fee-based, or for other reasons, the project can be set to Open at the time the project is created. |
| Open | These are projects that have been created for the purpose of creating a proposal, but the proposal has not been approved by the client. When the client accepts a proposal, the status will be change to Active. Otherwise the status will be changed to Inactive. |
| Completed | These are projects that have been completed. |
| Inactive | These are projects that have proposals that were not accepted or projects that are put on hold. |