Contract stages
Contract stages record where each project stands commercially: still a proposal, active, or closed. Because a proposal is a project at the proposal stage, the same record carries the work from the first request to the final invoice, and moving it from stage to stage is what shows your pipeline. Contract stages is EVX Software's suggested name for this dimension; its system default name is Contract phases.
Jump to:
- What contract stages organize
- The stages in the suggested setup
- Filter and report by stage
- Setting it up for your firm
- Example: a proposal won
What contract stages organize
Contract stages classify projects only. A project's stage is set in its Contract Stages field, and no other form asks for it in EVX Software's suggested setup. The records of a project follow it through its project. See Projects vs. proposals.
The stages in the suggested setup
| Stage | Sub-stages |
|---|---|
| 1. Proposal | 1.1 RFP received, 1.2. Details requested to client, 1.3. Details received, 1.4. Proposal sent, 1.5. Contract under review |
| 2. Active | |
| 3. Closed |
Each stage has a name, a color, and a description. Selecting a stage includes its sub-stages.
Filter and report by stage
Show Contract stages in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select 1. Proposal and Projects to see your open proposals. See Filter with dimensions. The Project status changes report lists the projects that moved from one stage to another in a period.
Selecting a stage narrows every tab to its projects.
Setting it up for your firm
- Keep the three main stages, and add sub-stages for the steps your proposals go through.
- Number the stages so they sort in order in lists.
- Your name › Settings › Dimension options holds the dimension's name, its member fields, and the forms that show it. See Setting up dimensions.
Example: a proposal won
A proposal for a Phase II assessment is at 1.4. Proposal sent. When the client signs, the project manager changes Contract Stages to 2. Active. The tasks, estimates, and documents prepared for the proposal stay in the project, and the change shows in the next Project status changes report.
What you can do next
- Projects vs. proposals for how one record carries both.
- Project status changes report to follow stage changes.
- Setting up dimensions for the steps in Dimension options.