How to track an item from approval to installation

Item statuses show at a glance which stage each item in the project is at. ArchiBoard also suggests the next step, which makes managing the project easier.

1. 1

   The main status scale

   The main scale for most items is: Needs approval → Approved → Ordered → In transit → Delivered → Accepted or Discrepancy → Installed. There is also a separate «Rejected» status for items that are excluded from the totals.

2. 2

   Statuses for studio fees and services

   Studio fees use the scale: Needs approval → Approved → Client invoiced → Partially paid → Paid by client. Services use: Approved → In progress → Done → Accepted.

3. 3

   Payment tracking

   The payment scale is: Invoice to request → Invoice requested → Awaiting supplier payment → Supplier prepayment made → Paid to supplier. Payment statuses are shown as separate badges and do not change the row colour.

4. 4

   Changing a status manually

   To change an item's status, click the current status and choose «Change Status». You can add a comment and an attachment to the change.

5. 5

   Automatic status updates

   Statuses update automatically: entering the actual delivery date sets «Delivered», entering the installation date sets «Installed». Closing the «Order» task sets «Ordered».

6. 6

   Status colours

   The row colour in the estimate shows the item's status: grey — needs approval, light blue — approved, peach — ordered, lavender — in transit, mint — delivered, dark green — accepted and installed, purple — discrepancy at acceptance. A rejected row is pale grey.

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