Steps
Go to the Specs tab
Highlight the specs you want to update
Click the Stage button
Select a stage
Available Stages
In Progress / Active: Spec is being worked on
Hidden: Spec won't generate in reports but remains in project
Submitted: Auto-assigned when spec is sent through client portal
Approved: Auto-assigned when client approves via portal
Rejected: Auto-assigned when client rejects via portal
Invoiced: Item has been invoiced (procurement)
Paid: Item has been paid (procurement)
Removed: Shows in reports with red text and strikethrough
Auto-Assignment
When you submit specs through the client portal:
Submitted is automatically assigned
Approved or Rejected auto-updates based on client action
Tips
Use Hidden instead of deleting to preserve specs for later use
Removed stage keeps the spec visible but marked as out of scope
Hidden specs do not generate with reports
Related Features
Delete or Hide a Spec
Submit Individual Specs Through Client Portal
Setting Up Client Approvals