Understanding Project Statuses

Learn how project statuses help track operational progress inside the Projects module.

Written By Gemma DeMasi

Last updated About 1 month ago

Overview

Project statuses help teams understand where a project currently sits operationally.

Statuses improve visibility, reporting, workflow management, and team alignment.

Default Project Statuses

Indema currently includes the following default statuses:

  • Draft

  • Proposal

  • Planning

  • In Progress

  • On Hold

  • Complete

These statuses can be customized to match your firm’s workflow.

Why Project Statuses Are Important

Statuses help firms:

  • Understand operational progress

  • Filter projects quickly

  • Improve reporting

  • Reduce confusion

  • Coordinate team handoffs

  • Identify stalled projects

Best Practices

Use Clear Operational Definitions

Each status should have a clearly defined meaning across the organization.

Avoid Too Many Statuses

Overcomplicated workflows reduce clarity.

Update Statuses Consistently

Project statuses should reflect the real operational state of the project.

Related Articles