A "Project Stage" indicates a certain level of progress you are making on your projects. On Cloud, you can create multiple project stages to help you track the progress of the projects.
Project stages are listed at the top of the Projects page in the Kanban view and in the "Stage" column in the List view.
Cloud will provide some default project stages based on the questions you answered when setting up your account. However, you can 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 is a new project from an opportunity that has just been Won. |
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 do so, go to "Settings > Project > Project Stages" in the left navigation menu and make one or more 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 over 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
A "Stage Group" is a way of organizing 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 them, toggle the button next to Project Stage Groups and add them as you would 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.
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.