Project States

The Project has seven states: New State, Active State, Punch State, Closed State, Invoiced State, Client paid State and Paid State. 

​New State​ 

  • This is the state when project is created. All the projects will start in this state.  
  • Projects can only move to Active state from here and the projects cannot go back to from active to New state. 
  • The States cannot be escaped. 
  • The White Oak Start Date cannot be before Client Start date. 
  • Vendor/GL can only be added while the project is in New, Active, or Punch state. ​ 
  • In order for the project to move to next state, at least one of the vendor WO should be added. 

​Active State​ 

  • This is the state where project is actively being worked on.  
  • Once in this state, project cannot go back to New state. The only state project can move in to is the Punch State. 
  • For the project to go active, at least one WO should be created. 
  • The WOA start date and a vendor should (Work Order assigned) be present.  
  • When the WO is created, the transaction for the WO is created in the transaction tab. 
  • The WO Completion date should be before the Expected Work Order completion. 

Punch State​ 

  • This is the only state from where the project can move back to the Active State. From every other state the project only moves forward. 
  • The Project can move to the Punch state only when all the WOs are completed. 
  • If WOA End Date, Client Walk Through are entered and the project goes back to Active, these dates will be deleted, and a new entry will be required.​ 
  • A project can only exit out of punch state when a WOA End Date, Client Walk Through, and Sign Off dates are in the system (they are no longer empty fields).  
  • No entry for a future date is allowed. ​ 
  • For the project to go to the punch state, all the work orders should be completed (WO Completed date is no longer empty field). WO completion date can only be for today or before. 

​Closed State​ 

  • In this state, the Work orders are closed and they cannot be modified further.  
  • Once the project is closed, the project details tab, and all the Work Orders turns to read-only and Vendor/GL cannot be added or modified. 

​Invoice State​ 

  • The project can go to Invoice state only when Invoice is uploaded. The project cannot move back. 

Client Paid State​ 

  • The Project can go to Client Paid state only when the Client processes all the payments.  

​Paid State​ 

  • This is the last state of the project. 
  • The Project moves to this state when all the invoices are paid and all vendors are paid. 
  • The Client processes the payments.  
  • The Vendors are not paid until the Client clears all the payments.  
  • The Vendors have the expected date of payment.  
  • The Vendors receive their payment.  
  • The Project is closed. 

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