Solution Properties
Solution ID:
200427112322321
Last Modified Date:
Thu Jun 05 14:39:34 UTC 2025
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Projects - Project status
Description

When managing projects, you can define your own custom statuses to track progress. For each status, enter a code and description, and set whether it allows cost postings or project deletion.

Cause
Resolution

By default, the following five project statuses are available:

Status Code Definition Make Postings? Delete Record?
ACTIVE Active Yes No
SNAG Completed, open Yes No
COMPLETED Completed, closed No Yes
SUSPEND Suspended No No
INITIAL Pre-acceptance Yes No

Sage Accounts assigns the default status set in the Configuration Editor when you create a new project. The initial default is ACTIVE, but you can change it if needed.

As a project progresses, update its status to reflect its stage. Use ACTIVE or a similar status to allow cost and billing postings while preventing deletion. When the project is complete and ready for deletion, change the status to COMPLETE.

Create a Project Status

You can create up to 99 different Project Statuses.

  1. Click Settings then click Configuration then click Project Costing.
  2. In the Project Status section, click Add Status.
  3. Complete the Add Project Status window as follows:

    TIP: You can't set up a status with both the Allow postings and Allow deletion checkboxes selected.

    Code Enter the required Code.
    Description Enter a description for the status.
    Allow postings To allow postings to projects with this Project Status, select this check box.
    Allow deletion To allow deletion of projects with this Project Status, select this check box.
  4. Click OK then OK again.

Edit a Project Status

  1. Click Settings then click Configuration then click Project Costing
  2. In the Project Status section, select the required Project Status then click Edit Status.
  3. Complete the Edit Project Status window as follows:

    TIP: You can't set up a status with both the Allow postings and Allow deletion checkboxes selected.

    Code You can't amend the Code.
    Description Enter a description for the status.
    Allow postings To allow postings to projects with this status, select this check box.
    Allow deletion To allow deletion of projects with this status, select this check box.
  4. Click OK then OK again.

Delete a Project Status

To delete a project status, ensure no projects use it, and it's not set as the default.

TIP: To change the default status, select the status you require and click Set as Default.

  1. Go to Settings, select Configuration, then Project Costing.
  2. In the Project Status section, select the required Project Status.
  3. Click Delete Status then click Yes.
  4. Click OK.

 

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