Understanding Project Statuses
Learn how project statuses help track operational progress inside the Projects module.
Written By Julia M.
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.
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