Job Statuses

Job Status

Definition

Proposed

This is a job that has not been given the go-ahead either by the client or internally. Mostly a Proposed job is one where the client has briefed you and requested you provide a quote/estimate on the brief. A Proposed job may have costs recorded against it as preliminary work is performed, however, it must be made Live before invoices can be raised against it. If a client never approves a job, its status should be changed to Cancelled.

Live

This is a job in progress with or without an approved quote. Work is being performed, costs are being recorded and normally the job should proceed to its conclusion and be invoiced to the client. A Live job can be invoiced at any time and as often as necessary. When a quote is accepted on a proposed job, the user will be prompted “this job is Proposed - do you want to make it live?”

On Hold

This is a job that is not proceeding at this time as it has run into some unforeseen delays and further progress is delayed at the client’s request. A job On hold can have costs entered and invoices raised against it. (Tip: If a client asked for a job to be put on hold, make sure you bill out what work has already been done!)

Cancelled

A Cancelled job is generally a job that was originally raised as a proposed job but approval was never received from the client or even a pitch that the agency missed out on. It is usually a job that was not, and won’t be billed out.

Dead

A Dead job is one that has been completed and invoiced. The same applies to jobs that may be partially completed, invoiced and then cancelled. The System Administrator makes decisions in the Users and Groups maintenance windows as to whether costs can be added to complete, cancelled or dead jobs. (Tip: Invoices, when marked “Final” can automatically change the status of a job to dead where this is helpful)

Complete

A Complete job is one that is complete and ready for invoicing, or has had the final invoice raised and is waiting for an incomplete purchase order to be fulfilled. While there are incomplete purchase orders on a job, the job cannot be made Dead.