Account > Project Stages (Used in Projects module) Project Stages are used to distinguish projects at different stages. For example "Proposed" and "Approved" might be used before and after a client approves a project plan. Default project stages are "Untracked" and "Tracked." To create a new Project Stage: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Project stage." 3. Name the project stage. 4. Check the boxes corresponding to project functionality you want available at this stage. Options are as follows: - Phases and tasks - Team - Utilization - Baseline - Booking grid - Pricing - Billing - Recognition - Analysis - Overview 5. Indicate where the stage fits relative to other stages. 6. Enter any appropriate notes, and click "Save." To modify a Project stage: 1. Click on the Account tab. 2. Click on the "Project stages" link. 3. Click on the name of the Project stage you want to change. 4. Make your changes in the "Edit project stage" dialog. 5. Click on "Save." To delete a Project stage: 1. Click on the Account tab. 2. Click on the "Project stages" link. 3. Click on the name of the Project stage you want to delete. 4. Click on the "Delete" button in the "Edit project stages" dialog. Note: You cannot delete a Project stage if there are any projects at that stage (the "Delete" button will not show up on the bottom of the "Edit project stages" dialog).