A "Project Stage" is an indication of a certain level of progress on the projects you are executing. On Cloud, you can create multiple project stages to help you track the progress of the projects.
Project stages appear on the Projects page as cards and in the 'Overview' tab of each project.
Cloud will provide some default project stages based on the questions you answered when setting up your account. You have the option to customize the stages to fit your organization's needs.
System stages
System stages are the built-in progress levels of projects. You can add multiple custom stages and map them to some of these system stages.
Cloud has 3 different system stages for projects.
New | This a new project from an opportunity that has just been Won and is awaiting execution. |
Open | The project is being actively executed. |
Completed | All work for the project is completed. |
Customizing stages
You can customize the default project stages as needed. To customize them, go to "Settings > Project > Project Stages" in the left navigation menu and do one or more of these customizations.
Rename stages
Click in the "Name" column and rename the stage.
Delete stages
Click the "Delete" icon in the rightmost corner of the stage row.
Reorder stages
Hover order the 6 dots in the leftmost corner of the stage row and move it up or down.
Add more stages
Click the "+" on top of the stage rows and add the name, system state, stage group, phase, and color for the new stage.
Stage Groups
"Stage Group" is a way of grouping multiple closely related stages into a single group. For example, Executing on Site, Change in Scope, and Final Inspection are three stages under the "Work In Progress" stage group.
Using stage groups is optional. If you want to use it, toggle the button next to Project Stage Groups, and add stage groups as you would add the stages.
The following screenshot shows a few stages added under the stage groups.
With stage groups enabled, you will see stages under the stage groups, on the Projects page Kanban Board.
If you want to use Stage Groups, consider adding the stage groups first and then adding the custom stages and mapping them to the groups.